Buckingham Capital Management (Ohio)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $312K | Buy |
2,893
+33
| +1% | +$3.56K | 0.04% | 112 |
|
|
2024
Q3 | $330K | Sell |
2,860
-13
| -0.5% | -$1.5K | 0.04% | 117 |
|
|
2024
Q2 | $288K | Hold |
2,873
| – | – | 0.03% | 118 |
|
|
2024
Q1 | $278K | Sell |
2,873
-61
| -2% | -$5.9K | 0.03% | 116 |
|
|
2023
Q4 | $285K | Buy |
2,934
+374
| +15% | +$36.3K | 0.04% | 105 |
|
|
2023
Q3 | $226K | Hold |
2,560
| – | – | 0.03% | 106 |
|
|
2023
Q2 | $230K | Sell |
2,560
-54
| -2% | -$4.85K | 0.03% | 104 |
|
|
2023
Q1 | $252K | Buy |
2,614
+26
| +1% | +$2.51K | 0.04% | 97 |
|
|
2022
Q4 | $267K | Buy |
2,588
+85
| +3% | +$8.75K | 0.05% | 98 |
|
|
2022
Q3 | $233K | Hold |
2,503
| – | – | 0.05% | 101 |
|
|
2022
Q2 | $268K | Hold |
2,503
| – | – | 0.05% | 101 |
|
|
2022
Q1 | $279K | Hold |
2,503
| – | – | 0.05% | 103 |
|
|
2021
Q4 | $263K | Hold |
2,503
| – | – | 0.04% | 105 |
|
|
2021
Q3 | $244K | Hold |
2,503
| – | – | 0.04% | 110 |
|
|
2021
Q2 | $247K | Hold |
2,503
| – | – | 0.04% | 112 |
|
|
2021
Q1 | $242K | Buy |
+2,503
| New | +$242K | 0.04% | 107 |
|