Financial Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.29M | Buy |
12,499
+70
| +0.6% | +$7.21K | 0.29% | 74 |
|
|
2022
Q3 | $1.16M | Sell |
12,429
-25
| -0.2% | -$2.33K | 0.27% | 77 |
|
|
2022
Q2 | $1.34M | Sell |
12,454
-115
| -0.9% | -$12.3K | 0.29% | 77 |
|
|
2022
Q1 | $1.4M | Buy |
12,569
+350
| +3% | +$39.1K | 0.26% | 76 |
|
|
2021
Q4 | $1.28M | Buy |
12,219
+415
| +4% | +$43.5K | 0.23% | 77 |
|
|
2021
Q3 | $1.15M | Buy |
11,804
+1,335
| +13% | +$130K | 0.21% | 75 |
|
|
2021
Q2 | $1.03M | Buy |
10,469
+645
| +7% | +$63.7K | 0.19% | 71 |
|
|
2021
Q1 | $948K | Buy |
9,824
+5,310
| +118% | +$513K | 0.19% | 70 |
|
|
2020
Q4 | $413K | Buy |
+4,514
| New | +$413K | 0.09% | 81 |
|