EFMC
Empire Financial Management Company’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
29,168
+714
| +3% | +$84.3K | 0.99% | 30 |
|
|
2025
Q1 | $3.47M | Buy |
28,454
+1,770
| +7% | +$216K | 1.07% | 25 |
|
|
2024
Q4 | $2.87M | Buy |
26,684
+654
| +3% | +$70.5K | 0.9% | 30 |
|
|
2024
Q3 | $3M | Buy |
26,030
+22
| +0.1% | +$2.54K | 0.92% | 31 |
|
|
2024
Q2 | $2.61M | Buy |
26,008
+4,875
| +23% | +$489K | 0.86% | 33 |
|
|
2024
Q1 | $2.04M | Buy |
21,133
+153
| +0.7% | +$14.8K | 0.68% | 46 |
|
|
2023
Q4 | $2.04M | Buy |
20,980
+212
| +1% | +$20.6K | 0.8% | 41 |
|
|
2023
Q3 | $1.83M | Buy |
20,768
+562
| +3% | +$49.6K | 0.8% | 37 |
|
|
2023
Q2 | $1.81M | Buy |
20,206
+803
| +4% | +$72.1K | 0.72% | 45 |
|
|
2023
Q1 | $1.87M | Buy |
+19,403
| New | +$1.87M | 0.76% | 41 |
|