Caldwell Sutter Capital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $762K | Sell |
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|
2025
Q2 | $730K | Sell |
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|
2025
Q1 | $763K | Sell |
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|
2024
Q4 | $710K | Buy |
|
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|
2024
Q3 | $756K | Sell |
|
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|
2024
Q2 | $675K | Buy |
|
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|
2024
Q1 | $621K | Buy |
|
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|
2023
Q4 | $613K | Buy |
|
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|
2023
Q3 | $513K | Buy |
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|
2023
Q2 | $486K | Buy |
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|
2023
Q1 | $185K | Buy |
|