Evergreen Capital Management’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 | $453K | Buy |
3,843
+237
| +7% | +$28K | 0.01% | 597 |
|
|
2025
Q1 | $440K | Buy |
3,606
+299
| +9% | +$36.5K | 0.01% | 556 |
|
|
2024
Q4 | $356K | Buy |
3,307
+227
| +7% | +$24.5K | 0.01% | 652 |
|
|
2024
Q3 | $355K | Buy |
3,080
+8
| +0.3% | +$922 | 0.01% | 645 |
|
|
2024
Q2 | $308K | Buy |
3,072
+441
| +17% | +$44.2K | 0.01% | 654 |
|
|
2024
Q1 | $254K | Buy |
2,631
+358
| +16% | +$34.6K | 0.01% | 699 |
|
|
2023
Q4 | $221K | Sell |
2,273
-6,441
| -74% | -$625K | 0.01% | 737 |
|
|
2023
Q3 | $769K | Sell |
8,714
-22
| -0.3% | -$1.94K | 0.03% | 319 |
|
|
2023
Q2 | $784K | Buy |
8,736
+2,895
| +50% | +$260K | 0.03% | 315 |
|
|
2023
Q1 | $563K | Buy |
5,841
+688
| +13% | +$66.4K | 0.03% | 357 |
|
|
2022
Q4 | $531K | Buy |
5,153
+283
| +6% | +$29.1K | 0.03% | 361 |
|
|
2022
Q3 | $453K | Buy |
4,870
+2,621
| +117% | +$244K | 0.02% | 354 |
|
|
2022
Q2 | $241K | Sell |
2,249
-1,075
| -32% | -$115K | 0.01% | 477 |
|
|
2022
Q1 | $371K | Buy |
3,324
+12
| +0.4% | +$1.34K | 0.02% | 432 |
|
|
2021
Q4 | $347K | Sell |
3,312
-3
| -0.1% | -$314 | 0.01% | 439 |
|
|
2021
Q3 | $323K | Buy |
3,315
+88
| +3% | +$8.57K | 0.01% | 420 |
|
|
2021
Q2 | $319K | Buy |
3,227
+720
| +29% | +$71.2K | 0.02% | 405 |
|
|
2021
Q1 | $242K | Buy |
2,507
+54
| +2% | +$5.21K | 0.01% | 438 |
|
|
2020
Q4 | $225K | Buy |
2,453
+60
| +3% | +$5.5K | 0.01% | 399 |
|
|
2020
Q3 | $212K | Buy |
+2,393
| New | +$212K | 0.01% | 384 |
|
|
2020
Q2 | – | Sell |
-3,491
| Closed | -$282K | – | 406 |
|
|
2020
Q1 | $282K | Buy |
3,491
+166
| +5% | +$13.4K | 0.03% | 285 |
|
|
2019
Q4 | $303K | Buy |
3,325
+265
| +9% | +$24.1K | 0.03% | 347 |
|
|
2019
Q3 | $293K | Buy |
+3,060
| New | +$293K | 0.03% | 311 |
|
|
2019
Q1 | – | Sell |
-2,774
| Closed | -$239K | – | 411 |
|
|
2018
Q4 | $239K | Buy |
2,774
+92
| +3% | +$7.93K | 0.03% | 312 |
|
|
2018
Q3 | $215K | Sell |
2,682
-146
| -5% | -$11.7K | 0.02% | 346 |
|
|
2018
Q2 | $224K | Sell |
2,828
-1,390
| -33% | -$110K | 0.02% | 321 |
|
|
2018
Q1 | $327K | Buy |
+4,218
| New | +$327K | 0.03% | 244 |
|