Cravens & Co 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 | $317K | Buy |
2,683
+56
| +2% | +$6.61K | 0.24% | 45 |
|
|
2025
Q1 | $320K | Buy |
2,627
+3
| +0.1% | +$366 | 0.25% | 46 |
|
|
2024
Q4 | $283K | Buy |
2,624
+98
| +4% | +$10.6K | 0.22% | 55 |
|
|
2024
Q3 | $291K | Sell |
2,526
-432
| -15% | -$49.8K | 0.22% | 54 |
|
|
2024
Q2 | $296K | Sell |
2,958
-227
| -7% | -$22.8K | 0.22% | 58 |
|
|
2024
Q1 | $308K | Sell |
3,185
-127
| -4% | -$12.3K | 0.26% | 61 |
|
|
2023
Q4 | $321K | Sell |
3,312
-125
| -4% | -$12.1K | 0.28% | 59 |
|
|
2023
Q3 | $303K | Sell |
3,437
-45
| -1% | -$3.97K | 0.29% | 59 |
|
|
2023
Q2 | $312K | Sell |
3,482
-59
| -2% | -$5.3K | 0.29% | 58 |
|
|
2023
Q1 | $342K | Buy |
3,541
+16
| +0.5% | +$1.54K | 0.32% | 53 |
|
|
2022
Q4 | $363K | Buy |
+3,525
| New | +$363K | 0.34% | 53 |
|