Drake & Associates’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 | $2.65M | Buy |
22,480
+10,047
| +81% | +$1.19M | 0.65% | 31 |
|
|
2025
Q1 | $1.52M | Buy |
12,433
+2,837
| +30% | +$346K | 0.43% | 37 |
|
|
2024
Q4 | $1.1M | Buy |
+9,596
| New | +$1.1M | 0.31% | 40 |
|
|
2023
Q3 | – | Sell |
-3,805
| Closed | -$341K | – | 72 |
|
|
2023
Q2 | $341K | Buy |
3,805
+53
| +1% | +$4.76K | 0.15% | 54 |
|
|
2023
Q1 | $362K | Buy |
+3,752
| New | +$362K | 0.18% | 45 |
|