Cercano Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,919
| Closed | -$186K | – | 107 |
|
|
2023
Q4 | $186K | Hold |
1,919
| – | – | 0.01% | 89 |
|
|
2023
Q3 | $169K | Hold |
1,919
| – | – | 0.01% | 100 |
|
|
2023
Q2 | $172K | Hold |
1,919
| – | – | 0.01% | 105 |
|
|
2023
Q1 | $185K | Hold |
1,919
| – | – | 0.01% | 106 |
|
|
2022
Q4 | $198K | Buy |
+1,919
| New | +$198K | 0.01% | 106 |
|