Exchange Bank’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 | $359K | Hold |
3,045
| – | – | 0.28% | 91 |
|
|
2025
Q1 | $371K | Hold |
3,045
| – | – | 0.3% | 86 |
|
|
2024
Q4 | $328K | Hold |
3,045
| – | – | 0.26% | 90 |
|
|
2024
Q3 | $351K | Hold |
3,045
| – | – | 0.29% | 86 |
|
|
2024
Q2 | $305K | Hold |
3,045
| – | – | 0.26% | 88 |
|
|
2024
Q1 | $294K | Sell |
3,045
-114
| -4% | -$11K | 0.24% | 89 |
|
|
2023
Q4 | $307K | Hold |
3,159
| – | – | 0.27% | 88 |
|
|
2023
Q3 | $279K | Hold |
3,159
| – | – | 0.27% | 84 |
|
|
2023
Q2 | $283K | Buy |
+3,159
| New | +$283K | 0.27% | 87 |
|