F/M Investments’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
$310K Sell
2,630
-13
-0.5% -$1.53K 0.01% 364
2025
Q1
$322K Sell
2,643
-881
-25% -$107K 0.01% 353
2024
Q4
$380K Sell
3,524
-8,963
-72% -$966K 0.01% 341
2024
Q3
$1.44M Sell
12,487
-1,381
-10% -$159K 0.05% 238
2024
Q2
$1.39M Buy
+13,868
New +$1.39M 0.05% 239