CCLA Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.48M | Hold |
22,199
| – | – | 0.04% | 73 |
|
|
2021
Q4 | $2.33M | Hold |
22,199
| – | – | 0.04% | 71 |
|
|
2021
Q3 | $2.17M | Hold |
22,199
| – | – | 0.04% | 70 |
|
|
2021
Q2 | $2.19K | Hold |
22,199
| – | – | 0.03% | 69 |
|
|
2021
Q1 | $2.14M | Sell |
22,199
-4,583
| -17% | -$442K | 0.04% | 67 |
|
|
2020
Q4 | $2.45M | Hold |
26,782
| – | – | 0.06% | 62 |
|
|
2020
Q3 | $2.37M | Sell |
26,782
-96,040
| -78% | -$8.5M | 0.06% | 55 |
|
|
2020
Q2 | $9.81M | Buy |
+122,822
| New | +$9.81M | 0.31% | 53 |
|