Clayton Financial 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 | – | Sell |
-3,537
| Closed | -$431K | – | 47 |
|
|
2025
Q1 | $431K | Buy |
3,537
+3
| +0.1% | +$366 | 0.16% | 72 |
|
|
2024
Q4 | $381K | Buy |
3,534
+146
| +4% | +$15.7K | 0.14% | 80 |
|
|
2024
Q3 | $391K | Buy |
3,388
+842
| +33% | +$97.1K | 0.15% | 80 |
|
|
2024
Q2 | $246K | Buy |
2,546
+376
| +17% | +$36.4K | 0.11% | 87 |
|
|
2024
Q1 | $210K | Buy |
+2,170
| New | +$210K | 0.1% | 98 |
|