Catalina Capital Group’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 | – | Sell |
-3,829
| Closed | -$413K | – | 242 |
|
|
2024
Q4 | $413K | Buy |
3,829
+318
| +9% | +$34.3K | 0.14% | 156 |
|
|
2024
Q3 | $405K | Buy |
3,511
+413
| +13% | +$47.6K | 0.14% | 150 |
|
|
2024
Q2 | $311K | Buy |
3,098
+670
| +28% | +$67.2K | 0.12% | 175 |
|
|
2024
Q1 | $235K | Buy |
+2,428
| New | +$235K | 0.1% | 222 |
|