Chapin Davis’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 | $903K | Hold |
7,651
| – | – | 0.25% | 85 |
|
|
2025
Q1 | $933K | Sell |
7,651
-24
| -0.3% | -$2.93K | 0.32% | 70 |
|
|
2024
Q4 | $885K | Hold |
7,675
| – | – | 0.29% | 80 |
|
|
2024
Q3 | $885K | Hold |
7,675
| – | – | 0.29% | 81 |
|
|
2024
Q2 | $769K | Hold |
7,675
| – | – | 0.26% | 86 |
|
|
2024
Q1 | $742K | Buy |
7,675
+133
| +2% | +$12.9K | 0.27% | 95 |
|
|
2023
Q4 | $732K | Hold |
7,542
| – | – | 0.31% | 82 |
|
|
2023
Q3 | $666K | Hold |
7,542
| – | – | 0.32% | 80 |
|
|
2023
Q2 | $677K | Hold |
7,542
| – | – | 0.32% | 87 |
|
|
2023
Q1 | $728K | Buy |
7,542
+870
| +13% | +$83.9K | 0.38% | 74 |
|
|
2022
Q4 | $687K | Buy |
+6,672
| New | +$687K | 0.4% | 76 |
|