Corient Private Wealth’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 | $38.2M | Buy |
323,868
+3,450
| +1% | +$407K | 0.04% | 313 |
|
|
2025
Q1 | $39.1M | Buy |
320,418
+685
| +0.2% | +$83.6K | 0.06% | 267 |
|
|
2024
Q4 | $34.4M | Sell |
319,733
-498
| -0.2% | -$53.7K | 0.06% | 284 |
|
|
2024
Q3 | $36.9M | Sell |
320,231
-22,354
| -7% | -$2.58M | 0.06% | 289 |
|
|
2024
Q2 | $34.3M | Buy |
342,585
+14,757
| +5% | +$1.48M | 0.06% | 286 |
|
|
2024
Q1 | $31.7M | Sell |
327,828
-16,324
| -5% | -$1.58M | 0.06% | 306 |
|
|
2023
Q4 | $33.4M | Sell |
344,152
-10,972
| -3% | -$1.06M | 0.06% | 289 |
|
|
2023
Q3 | $31.3M | Buy |
355,124
+14,670
| +4% | +$1.29M | 0.07% | 272 |
|
|
2023
Q2 | $30.5M | Buy |
340,454
+206,142
| +153% | +$18.5M | 0.07% | 261 |
|
|
2023
Q1 | $13M | Buy |
134,312
+39,251
| +41% | +$3.79M | 0.03% | 396 |
|
|
2022
Q4 | $9.79M | Buy |
+95,061
| New | +$9.79M | 0.04% | 369 |
|