Fidelity D&D Bancorp’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,703
| Closed | -$507K | – | 106 |
|
|
2024
Q4 | $507K | Sell |
4,703
-463
| -9% | -$49.9K | 0.34% | 50 |
|
|
2024
Q3 | $596K | Hold |
5,166
| – | – | 0.4% | 44 |
|
|
2024
Q2 | $518K | Hold |
5,166
| – | – | 0.39% | 44 |
|
|
2024
Q1 | $500K | Sell |
5,166
-40
| -0.8% | -$3.87K | 0.38% | 44 |
|
|
2023
Q4 | $505K | Sell |
5,206
-183
| -3% | -$17.8K | 0.39% | 45 |
|
|
2023
Q3 | $476K | Buy |
+5,389
| New | +$476K | 0.49% | 41 |
|
|
2023
Q1 | $500K | Buy |
+5,166
| New | +$500K | 0.38% | 44 |
|