Canopy Partners’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 | $94.4K | Buy |
800
+61
| +8% | +$7.2K | 0.03% | 219 |
|
|
2025
Q1 | $90.1K | Buy |
739
+79
| +12% | +$9.64K | 0.04% | 209 |
|
|
2024
Q4 | $71.1K | Buy |
660
+38
| +6% | +$4.09K | 0.03% | 205 |
|
|
2024
Q3 | $71.7K | Buy |
622
+12
| +2% | +$1.38K | 0.03% | 203 |
|
|
2024
Q2 | $61.1K | Hold |
610
| – | – | 0.03% | 192 |
|
|
2024
Q1 | $59K | Sell |
610
-1,919
| -76% | -$186K | 0.03% | 194 |
|
|
2023
Q4 | $245K | Buy |
+2,529
| New | +$245K | 0.15% | 131 |
|