Caldwell Sutter Capital’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 | $730K | Sell |
6,186
-71
| -1% | -$8.38K | 0.33% | 79 |
|
|
2025
Q1 | $763K | Sell |
6,257
-333
| -5% | -$40.6K | 0.36% | 76 |
|
|
2024
Q4 | $710K | Buy |
6,590
+35
| +0.5% | +$3.77K | 0.33% | 81 |
|
|
2024
Q3 | $756K | Sell |
6,555
-181
| -3% | -$20.9K | 0.35% | 75 |
|
|
2024
Q2 | $675K | Buy |
6,736
+310
| +5% | +$31.1K | 0.33% | 86 |
|
|
2024
Q1 | $621K | Buy |
6,426
+104
| +2% | +$10.1K | 0.3% | 94 |
|
|
2023
Q4 | $613K | Buy |
6,322
+510
| +9% | +$49.5K | 0.31% | 92 |
|
|
2023
Q3 | $513K | Buy |
5,812
+397
| +7% | +$35K | 0.28% | 94 |
|
|
2023
Q2 | $486K | Buy |
5,415
+3,497
| +182% | +$314K | 0.25% | 97 |
|
|
2023
Q1 | $185K | Buy |
+1,918
| New | +$185K | 0.13% | 134 |
|