Byrne Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Hold |
1,018
| – | – | 0.08% | 138 |
|
|
2025
Q1 | $124K | Hold |
1,018
| – | – | 0.09% | 132 |
|
|
2024
Q4 | $110K | Hold |
1,018
| – | – | 0.08% | 142 |
|
|
2024
Q3 | $117K | Hold |
1,018
| – | – | 0.08% | 145 |
|
|
2024
Q2 | $102K | Hold |
1,018
| – | – | 0.07% | 155 |
|
|
2024
Q1 | $98.5K | Buy |
+1,018
| New | +$98.5K | 0.07% | 156 |
|
|
2023
Q4 | – | Sell |
-1,168
| Closed | -$103K | – | 145 |
|
|
2023
Q3 | $103K | Hold |
1,168
| – | – | 0.09% | 137 |
|
|
2023
Q2 | $105K | Hold |
1,168
| – | – | 0.07% | 188 |
|
|
2023
Q1 | $113K | Hold |
1,168
| – | – | 0.08% | 169 |
|
|
2022
Q4 | $120K | Sell |
1,168
-150
| -11% | -$15.4K | 0.09% | 164 |
|
|
2022
Q3 | $123K | Hold |
1,318
| – | – | 0.09% | 141 |
|
|
2022
Q2 | $141K | Sell |
1,318
-137
| -9% | -$14.7K | 0.1% | 120 |
|
|
2022
Q1 | $162K | Sell |
1,455
-100
| -6% | -$11.1K | 0.1% | 124 |
|
|
2021
Q4 | $163K | Buy |
+1,555
| New | +$163K | 0.11% | 124 |
|