Clear Creek Financial 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 | $277K | Sell |
2,346
-95
| -4% | -$11.2K | 0.03% | 458 |
|
|
2025
Q1 | $298K | Buy |
2,441
+86
| +4% | +$10.5K | 0.03% | 395 |
|
|
2024
Q4 | $254K | Sell |
2,355
-61
| -3% | -$6.57K | 0.03% | 407 |
|
|
2024
Q3 | $279K | Buy |
2,416
+93
| +4% | +$10.7K | 0.03% | 363 |
|
|
2024
Q2 | $233K | Buy |
2,323
+41
| +2% | +$4.11K | 0.03% | 390 |
|
|
2024
Q1 | $221K | Buy |
2,282
+44
| +2% | +$4.26K | 0.03% | 383 |
|
|
2023
Q4 | $217K | Sell |
2,238
-226
| -9% | -$21.9K | 0.03% | 305 |
|
|
2023
Q3 | $217K | Buy |
2,464
+18
| +0.7% | +$1.59K | 0.04% | 280 |
|
|
2023
Q2 | $220K | Buy |
2,446
+16
| +0.7% | +$1.44K | 0.04% | 289 |
|
|
2023
Q1 | $234K | Buy |
+2,430
| New | +$234K | 0.04% | 261 |
|
|
2022
Q4 | – | Sell |
-2,214
| Closed | -$206K | – | 300 |
|
|
2022
Q3 | $206K | Sell |
2,214
-30
| -1% | -$2.79K | 0.05% | 255 |
|
|
2022
Q2 | $241K | Buy |
+2,244
| New | +$241K | 0.05% | 246 |
|