Cape Investment Advisory’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 | $940K | Buy |
7,968
+400
| +5% | +$47.2K | 0.34% | 64 |
|
|
2025
Q1 | $923K | Buy |
7,568
+156
| +2% | +$19K | 0.37% | 58 |
|
|
2024
Q4 | $799K | Sell |
7,412
-579
| -7% | -$62.4K | 0.31% | 65 |
|
|
2024
Q3 | $921K | Buy |
7,991
+152
| +2% | +$17.5K | 0.37% | 62 |
|
|
2024
Q2 | $786K | Sell |
7,839
-297
| -4% | -$29.8K | 0.35% | 61 |
|
|
2024
Q1 | $787K | Buy |
8,136
+24
| +0.3% | +$2.32K | 0.37% | 60 |
|
|
2023
Q4 | $787K | Buy |
8,112
+242
| +3% | +$23.5K | 0.39% | 55 |
|
|
2023
Q3 | $695K | Buy |
7,870
+263
| +3% | +$23.2K | 0.39% | 56 |
|
|
2023
Q2 | $683K | Buy |
7,607
+583
| +8% | +$52.3K | 0.38% | 54 |
|
|
2023
Q1 | $678K | Buy |
+7,024
| New | +$678K | 0.41% | 51 |
|