Delta Financial Group’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 | $881K | Sell |
7,454
-140
| -2% | -$16.5K | 0.2% | 82 |
|
|
2024
Q4 | $818K | Buy |
7,594
+14
| +0.2% | +$1.51K | 0.19% | 88 |
|
|
2024
Q3 | $874K | Sell |
7,580
-54
| -0.7% | -$6.23K | 0.32% | 46 |
|
|
2024
Q2 | $765K | Buy |
7,634
+16
| +0.2% | +$1.6K | 0.32% | 45 |
|
|
2024
Q1 | $737K | Buy |
7,618
+240
| +3% | +$23.2K | 0.22% | 82 |
|
|
2023
Q4 | $716K | Buy |
7,378
+387
| +6% | +$37.6K | 0.23% | 84 |
|
|
2023
Q3 | $617K | Buy |
6,991
+153
| +2% | +$13.5K | 0.21% | 83 |
|
|
2023
Q2 | $614K | Buy |
6,838
+246
| +4% | +$22.1K | 0.72% | 37 |
|
|
2023
Q1 | $636K | Sell |
6,592
-516
| -7% | -$49.8K | 0.25% | 74 |
|
|
2022
Q4 | $737K | Buy |
+7,108
| New | +$737K | 0.33% | 55 |
|