DCM Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,000
Closed -$679K 92
2023
Q4
$679K Buy
+7,000
New +$679K 0.24% 59
2021
Q1
Sell
-10,470
Closed -$959K 250
2020
Q4
$959K Buy
+10,470
New +$959K 0.56% 60