Chartwell Investment Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.66M | Sell |
75,113
-1,144
| -2% | -$132K | 0.3% | 106 |
|
|
2024
Q2 | $7.64M | Buy |
76,257
+1,127
| +2% | +$113K | 0.27% | 122 |
|
|
2024
Q1 | $7.27M | Buy |
+75,130
| New | +$7.27M | 0.25% | 133 |
|
|
2014
Q2 | – | Sell |
-11,000
| Closed | -$783K | – | 345 |
|
|
2014
Q1 | $783K | Hold |
11,000
| – | – | 0.02% | 318 |
|
|
2013
Q4 | $759K | Hold |
11,000
| – | – | 0.02% | 333 |
|
|
2013
Q3 | $735K | Buy |
+11,000
| New | +$735K | 0.02% | 345 |
|