Curi RMB 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 | $2M | Buy |
16,910
+533
| +3% | +$62.9K | 0.04% | 331 |
|
|
2025
Q1 | $2M | Buy |
16,377
+971
| +6% | +$118K | 0.05% | 269 |
|
|
2024
Q4 | $1.66M | Buy |
15,406
+716
| +5% | +$77.1K | 0.04% | 289 |
|
|
2024
Q3 | $1.69M | Sell |
14,690
-479
| -3% | -$55.2K | 0.04% | 286 |
|
|
2024
Q2 | $1.52M | Buy |
15,169
+296
| +2% | +$29.7K | 0.04% | 297 |
|
|
2024
Q1 | $1.44M | Buy |
+14,873
| New | +$1.44M | 0.03% | 307 |
|
|
2019
Q1 | – | Sell |
-2,908
| Closed | -$251K | – | 785 |
|
|
2018
Q4 | $251K | Buy |
+2,908
| New | +$251K | 0.01% | 747 |
|