Diligent Investors’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 | $764K | Sell |
6,471
-90
| -1% | -$10.6K | 0.18% | 144 |
|
|
2025
Q1 | $800K | Sell |
6,561
-849
| -11% | -$104K | 0.19% | 145 |
|
|
2024
Q4 | $798K | Sell |
7,410
-58
| -0.8% | -$6.25K | 0.18% | 149 |
|
|
2024
Q3 | $861K | Buy |
7,468
+1
| +0% | +$115 | 0.2% | 142 |
|
|
2024
Q2 | $748K | Buy |
7,467
+1,100
| +17% | +$110K | 0.19% | 142 |
|
|
2024
Q1 | $616K | Buy |
6,367
+1
| +0% | +$97 | 0.15% | 162 |
|
|
2023
Q4 | $618K | Buy |
6,366
+2,450
| +63% | +$238K | 0.17% | 147 |
|
|
2023
Q3 | $346K | Buy |
3,916
+100
| +3% | +$8.83K | 0.11% | 200 |
|
|
2023
Q2 | $342K | Hold |
3,816
| – | – | 0.1% | 194 |
|
|
2023
Q1 | $368K | Hold |
3,816
| – | – | 0.11% | 185 |
|
|
2022
Q4 | $393K | Buy |
+3,816
| New | +$393K | 0.13% | 175 |
|