Campbell & Co Investment Adviser’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 | $342K | Sell |
2,897
-4,096
| -59% | -$483K | 0.02% | 913 |
|
2025
Q1 | $853K | Sell |
6,993
-4,034
| -37% | -$492K | 0.07% | 487 |
|
2024
Q4 | $1.19M | Sell |
11,027
-8,905
| -45% | -$959K | 0.09% | 331 |
|
2024
Q3 | $2.3M | Buy |
+19,932
| New | +$2.3M | 0.17% | 153 |
|
2022
Q1 | – | Sell |
-16,800
| Closed | -$1.76M | – | 740 |
|
2021
Q4 | $1.76M | Buy |
16,800
+10,650
| +173% | +$1.12M | 0.6% | 9 |
|
2021
Q3 | $600K | Buy |
+6,150
| New | +$600K | 0.2% | 161 |
|
2019
Q2 | – | Sell |
-13,128
| Closed | -$1.18M | – | 569 |
|
2019
Q1 | $1.18M | Buy |
+13,128
| New | +$1.18M | 0.58% | 14 |
|