Cladis Investment Advisory’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 | $388K | Hold |
3,287
| – | – | 0.24% | 102 |
|
|
2025
Q1 | $401K | Sell |
3,287
-1
| -0% | -$122 | 0.29% | 88 |
|
|
2024
Q4 | $354K | Hold |
3,288
| – | – | 0.25% | 91 |
|
|
2024
Q3 | $379K | Hold |
3,288
| – | – | 0.26% | 92 |
|
|
2024
Q2 | $330K | Hold |
3,288
| – | – | 0.24% | 99 |
|
|
2024
Q1 | $318K | Hold |
3,288
| – | – | 0.23% | 105 |
|
|
2023
Q4 | $319K | Hold |
3,288
| – | – | 0.25% | 100 |
|
|
2023
Q3 | $290K | Hold |
3,288
| – | – | 0.25% | 95 |
|
|
2023
Q2 | $295K | Buy |
3,288
+164
| +5% | +$14.7K | 0.26% | 104 |
|
|
2023
Q1 | $302K | Hold |
3,124
| – | – | 0.27% | 100 |
|
|
2022
Q4 | $322K | Hold |
3,124
| – | – | 0.32% | 89 |
|
|
2022
Q3 | $291K | Hold |
3,124
| – | – | 0.31% | 93 |
|
|
2022
Q2 | $335K | Hold |
3,124
| – | – | 0.33% | 90 |
|
|
2022
Q1 | $349K | Hold |
3,124
| – | – | 0.28% | 104 |
|
|
2021
Q4 | $328K | Buy |
+3,124
| New | +$328K | 0.26% | 114 |
|