Everstar Asset 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
$313K Sell
2,650
-3,330
-56% -$393K 0.19% 141
2025
Q1
$729K Buy
5,980
+2,880
+93% +$351K 0.48% 59
2024
Q4
$334K Buy
3,100
+270
+10% +$29.1K 0.24% 121
2024
Q3
$326K Buy
+2,830
New +$326K 0.22% 128