Callan Family Office’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 | $2.03M | Buy |
17,216
+9,017
| +110% | +$1.06M | 0.06% | 273 |
|
|
2025
Q1 | $1M | Sell |
8,199
-4,023
| -33% | -$491K | 0.08% | 217 |
|
|
2024
Q4 | $1.32M | Buy |
12,222
+9,856
| +417% | +$1.06M | 0.08% | 203 |
|
|
2024
Q3 | $273K | Buy |
2,366
+117
| +5% | +$13.5K | 0.05% | 149 |
|
|
2024
Q2 | $225K | Buy |
+2,249
| New | +$225K | 0.04% | 139 |
|
|
2023
Q3 | – | Sell |
-4,836
| Closed | -$434K | – | 97 |
|
|
2023
Q2 | $434K | Sell |
4,836
-164
| -3% | -$14.7K | 0.11% | 67 |
|
|
2023
Q1 | $482K | Buy |
5,000
+1,830
| +58% | +$177K | 0.12% | 95 |
|
|
2022
Q4 | $326K | Buy |
+3,170
| New | +$326K | 0.11% | 77 |
|