Concurrent Investment Advisors’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 | $6.03M | Buy |
51,086
+5,753
| +13% | +$679K | 0.12% | 186 |
|
|
2025
Q1 | $5.53M | Buy |
45,333
+2,905
| +7% | +$354K | 0.13% | 165 |
|
|
2024
Q4 | $4.57M | Sell |
42,428
-35
| -0.1% | -$3.77K | 0.12% | 169 |
|
|
2024
Q3 | $4.9M | Buy |
42,463
+2,643
| +7% | +$305K | 0.14% | 147 |
|
|
2024
Q2 | $3.99M | Buy |
39,820
+14,722
| +59% | +$1.48M | 0.13% | 160 |
|
|
2024
Q1 | $2.43M | Sell |
25,098
-2,340
| -9% | -$226K | 0.1% | 210 |
|
|
2023
Q4 | $2.66M | Buy |
+27,438
| New | +$2.66M | 0.13% | 178 |
|