Center For Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,154
| Closed | -$883K | – | 110 |
|
|
2023
Q1 | $883K | Buy |
9,154
+157
| +2% | +$15.1K | 0.86% | 28 |
|
|
2022
Q4 | $927K | Buy |
8,997
+1,205
| +15% | +$124K | 0.86% | 29 |
|
|
2022
Q3 | $725K | Buy |
7,792
+1,046
| +16% | +$97.3K | 0.72% | 33 |
|
|
2022
Q2 | $723K | Buy |
6,746
+4,558
| +208% | +$489K | 0.67% | 34 |
|
|
2022
Q1 | $244K | Buy |
2,188
+281
| +15% | +$31.3K | 0.19% | 102 |
|
|
2021
Q4 | $200K | Buy |
+1,907
| New | +$200K | 0.15% | 121 |
|