Convergence Financial’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 | $1.57M | Buy |
13,264
+459
| +4% | +$54.2K | 0.27% | 59 |
|
|
2025
Q1 | $1.56M | Buy |
12,805
+1,395
| +12% | +$170K | 0.31% | 54 |
|
|
2024
Q4 | $1.23M | Buy |
11,410
+616
| +6% | +$66.4K | 0.25% | 53 |
|
|
2024
Q3 | $1.24M | Buy |
10,794
+1,538
| +17% | +$177K | 0.26% | 54 |
|
|
2024
Q2 | $928K | Buy |
+9,256
| New | +$928K | 0.25% | 57 |
|