Cidel Asset Management’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 | $714K | Sell |
6,048
-148
| -2% | -$17.5K | 0.04% | 158 |
|
|
2025
Q1 | $756K | Sell |
6,196
-286
| -4% | -$34.9K | 0.05% | 148 |
|
|
2024
Q4 | $698K | Hold |
6,482
| – | – | 0.05% | 153 |
|
|
2024
Q3 | $747K | Hold |
6,482
| – | – | 0.05% | 144 |
|
|
2024
Q2 | $650K | Hold |
6,482
| – | – | 0.05% | 150 |
|
|
2024
Q1 | $627K | Buy |
6,482
+266
| +4% | +$25.7K | 0.05% | 159 |
|
|
2023
Q4 | $603K | Buy |
+6,216
| New | +$603K | 0.03% | 164 |
|