Davis Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.1K | Hold |
91
| – | – | 0.01% | 219 |
|
|
2024
Q4 | $9.8K | Sell |
91
-494
| -84% | -$53.2K | 0.01% | 225 |
|
|
2024
Q3 | $67.5K | Hold |
585
| – | – | 0.05% | 115 |
|
|
2024
Q2 | $58.1K | Hold |
585
| – | – | 0.05% | 124 |
|
|
2024
Q1 | $56.2K | Hold |
585
| – | – | 0.05% | 120 |
|
|
2023
Q4 | $56.8K | Buy |
+585
| New | +$56.8K | 0.05% | 116 |
|
|
2020
Q2 | $24K | Hold |
302
| – | – | 0.04% | 152 |
|
|
2020
Q1 | $24K | Buy |
+302
| New | +$24K | 0.05% | 144 |
|