Courier Capital’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 | $2.02M | Buy |
17,099
+1,798
| +12% | +$212K | 0.12% | 150 |
|
|
2025
Q1 | $1.87M | Sell |
15,301
-103
| -0.7% | -$12.6K | 0.12% | 151 |
|
|
2024
Q4 | $1.66M | Sell |
15,404
-193
| -1% | -$20.8K | 0.11% | 151 |
|
|
2024
Q3 | $1.8M | Buy |
15,597
+1,151
| +8% | +$133K | 0.12% | 146 |
|
|
2024
Q2 | $1.45M | Sell |
14,446
-1,175
| -8% | -$118K | 0.12% | 141 |
|
|
2024
Q1 | $1.51M | Sell |
15,621
-5,493
| -26% | -$531K | 0.11% | 155 |
|
|
2023
Q4 | $2.05M | Sell |
21,114
-266
| -1% | -$25.8K | 0.16% | 124 |
|
|
2023
Q3 | $1.89M | Sell |
21,380
-14
| -0.1% | -$1.24K | 0.16% | 127 |
|
|
2023
Q2 | $1.92M | Buy |
+21,394
| New | +$1.92M | 0.15% | 129 |
|