Callan 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
Q1 | $570K | Buy |
4,676
+733
| +19% | +$89.4K | 0.04% | 188 |
|
|
2024
Q4 | $425K | Buy |
3,943
+1,063
| +37% | +$115K | 0.03% | 206 |
|
|
2024
Q3 | $332K | Buy |
2,880
+480
| +20% | +$55.3K | 0.02% | 251 |
|
|
2024
Q2 | $241K | Buy |
2,400
+167
| +7% | +$16.7K | 0.02% | 269 |
|
|
2024
Q1 | $216K | Buy |
+2,233
| New | +$216K | 0.02% | 263 |
|