Charter Research & Investment Group’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 | $210K | Hold |
1,781
| – | – | 0.16% | 80 |
|
|
2025
Q1 | $217K | Buy |
+1,781
| New | +$217K | 0.17% | 78 |
|
|
2024
Q4 | – | Sell |
-1,781
| Closed | -$205K | – | 81 |
|
|
2024
Q3 | $205K | Buy |
+1,781
| New | +$205K | 0.15% | 83 |
|
|
2024
Q1 | – | Sell |
-2,225
| Closed | -$216K | – | 86 |
|
|
2023
Q4 | $216K | Buy |
+2,225
| New | +$216K | 0.18% | 79 |
|
|
2023
Q2 | – | Sell |
-2,225
| Closed | -$215K | – | 79 |
|
|
2023
Q1 | $215K | Hold |
2,225
| – | – | 0.19% | 73 |
|
|
2022
Q4 | $229K | Hold |
2,225
| – | – | 0.22% | 70 |
|
|
2022
Q3 | $207K | Sell |
2,225
-100
| -4% | -$9.3K | 0.21% | 73 |
|
|
2022
Q2 | $249K | Hold |
2,325
| – | – | 0.23% | 70 |
|
|
2022
Q1 | $260K | Hold |
2,325
| – | – | 0.21% | 73 |
|
|
2021
Q4 | $244K | Hold |
2,325
| – | – | 0.19% | 76 |
|
|
2021
Q3 | $227K | Hold |
2,325
| – | – | 0.19% | 76 |
|
|
2021
Q2 | $230K | Hold |
2,325
| – | – | 0.19% | 77 |
|
|
2021
Q1 | $224K | Hold |
2,325
| – | – | 0.2% | 75 |
|
|
2020
Q4 | $213K | Hold |
2,325
| – | – | 0.2% | 73 |
|
|
2020
Q3 | $206K | Buy |
+2,325
| New | +$206K | 0.23% | 72 |
|
|
2020
Q1 | – | Sell |
-2,325
| Closed | -$212K | – | 76 |
|
|
2019
Q4 | $212K | Buy |
+2,325
| New | +$212K | 0.22% | 75 |
|
|
2015
Q1 | – | Sell |
-2,522
| Closed | -$211K | – | 73 |
|
|
2014
Q4 | $211K | Buy |
+2,522
| New | +$211K | 0.23% | 70 |
|