Dover Advisors’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 | $2.31M | Sell |
19,588
-897
| -4% | -$106K | 1.02% | 24 |
|
|
2025
Q1 | $2.5M | Buy |
20,485
+7,002
| +52% | +$854K | 1.09% | 25 |
|
|
2024
Q4 | $1.45M | Sell |
13,483
-52
| -0.4% | -$5.6K | 0.83% | 37 |
|
|
2024
Q3 | $1.56M | Buy |
13,535
+1,500
| +12% | +$173K | 0.89% | 36 |
|
|
2024
Q2 | $1.21M | Hold |
12,035
| – | – | 0.75% | 43 |
|
|
2024
Q1 | $1.16M | Buy |
12,035
+6,670
| +124% | +$645K | 0.8% | 40 |
|
|
2023
Q4 | $521K | Sell |
5,365
-334
| -6% | -$32.4K | 0.68% | 54 |
|
|
2023
Q3 | $503K | Buy |
5,699
+152
| +3% | +$13.4K | 0.51% | 62 |
|
|
2023
Q2 | $498K | Sell |
5,547
-344
| -6% | -$30.9K | 0.44% | 64 |
|
|
2023
Q1 | $568K | Buy |
5,891
+361
| +7% | +$34.8K | 0.55% | 56 |
|
|
2022
Q4 | $570K | Buy |
+5,530
| New | +$570K | 0.61% | 54 |
|