CoreCap 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 | $603K | Sell |
5,106
-1,094
| -18% | -$129K | 0.02% | 470 |
|
|
2025
Q1 | $756K | Sell |
6,200
-911
| -13% | -$111K | 0.03% | 389 |
|
|
2024
Q4 | $766K | Buy |
7,111
+22
| +0.3% | +$2.37K | 0.03% | 369 |
|
|
2024
Q3 | $817K | Buy |
7,089
+2
| +0% | +$231 | 0.04% | 350 |
|
|
2024
Q2 | $710K | Sell |
7,087
-68
| -1% | -$6.82K | 0.07% | 192 |
|
|
2024
Q1 | $692K | Buy |
7,155
+82
| +1% | +$7.93K | 0.04% | 348 |
|
|
2023
Q4 | $686K | Buy |
7,073
+205
| +3% | +$19.9K | 0.04% | 296 |
|
|
2023
Q3 | $606K | Sell |
6,868
-129
| -2% | -$11.4K | 0.04% | 293 |
|
|
2023
Q2 | $628K | Buy |
+6,997
| New | +$628K | 0.04% | 304 |
|
|
2022
Q4 | $599K | Sell |
5,816
-687
| -11% | -$70.8K | 0.04% | 320 |
|
|
2022
Q3 | $605K | Buy |
6,503
+468
| +8% | +$43.5K | 0.05% | 287 |
|
|
2022
Q2 | $647K | Buy |
6,035
+970
| +19% | +$104K | 0.05% | 281 |
|
|
2022
Q1 | $566K | Buy |
5,065
+1,779
| +54% | +$199K | 0.04% | 314 |
|
|
2021
Q4 | $345K | Buy |
+3,286
| New | +$345K | 0.02% | 418 |
|