Certuity’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 | $415K | Sell |
3,516
-41
| -1% | -$4.84K | 0.04% | 239 |
|
|
2025
Q1 | $434K | Buy |
3,557
+177
| +5% | +$21.6K | 0.05% | 204 |
|
|
2024
Q4 | $364K | Buy |
3,380
+770
| +30% | +$83K | 0.04% | 228 |
|
|
2024
Q3 | $301K | Sell |
2,610
-655
| -20% | -$75.5K | 0.03% | 266 |
|
|
2024
Q2 | $327K | Buy |
3,265
+366
| +13% | +$36.7K | 0.03% | 239 |
|
|
2024
Q1 | $280K | Sell |
2,899
-369
| -11% | -$35.7K | 0.02% | 257 |
|
|
2023
Q4 | $317K | Buy |
3,268
+549
| +20% | +$53.3K | 0.03% | 236 |
|
|
2023
Q3 | $240K | Buy |
2,719
+212
| +8% | +$18.7K | 0.03% | 220 |
|
|
2023
Q2 | $225K | Buy |
2,507
+148
| +6% | +$13.3K | 0.03% | 235 |
|
|
2023
Q1 | $228K | Sell |
2,359
-1
| -0% | -$96 | 0.03% | 190 |
|
|
2022
Q4 | $243K | Buy |
2,360
+129
| +6% | +$13.3K | 0.04% | 181 |
|
|
2022
Q3 | $208K | Buy |
2,231
+245
| +12% | +$22.8K | 0.05% | 177 |
|
|
2022
Q2 | $213K | Sell |
1,986
-1,480
| -43% | -$159K | 0.06% | 196 |
|
|
2022
Q1 | $387K | Sell |
3,466
-4,224
| -55% | -$472K | 0.08% | 163 |
|
|
2021
Q4 | $807K | Sell |
7,690
-397
| -5% | -$41.7K | 0.17% | 89 |
|
|
2021
Q3 | $789K | Buy |
8,087
+1,323
| +20% | +$129K | 0.16% | 110 |
|
|
2021
Q2 | $668K | Buy |
6,764
+641
| +10% | +$63.3K | 0.15% | 96 |
|
|
2021
Q1 | $591K | Buy |
+6,123
| New | +$591K | 0.16% | 97 |
|