Clarus Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,358
| Closed | -$228K | – | 117 |
|
|
2024
Q1 | $228K | Sell |
2,358
-93
| -4% | -$9K | 0.16% | 100 |
|
|
2023
Q4 | $238K | Sell |
2,451
-63
| -3% | -$6.11K | 0.18% | 93 |
|
|
2023
Q3 | $222K | Sell |
2,514
-1,394
| -36% | -$123K | 0.16% | 95 |
|
|
2023
Q2 | $351K | Buy |
+3,908
| New | +$351K | 0.26% | 67 |
|