FORA Capital’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 |
-2,897
| Closed | -$312K | – | 533 |
|
|
2024
Q4 | $312K | Buy |
+2,897
| New | +$312K | 0.04% | 306 |
|
|
2023
Q3 | – | Sell |
-52,451
| Closed | -$4.71M | – | 494 |
|
|
2023
Q2 | $4.71M | Buy |
52,451
+46,164
| +734% | +$4.14M | 0.67% | 41 |
|
|
2023
Q1 | $607K | Buy |
+6,287
| New | +$607K | 0.06% | 327 |
|
|
2022
Q1 | – | Sell |
-2,071
| Closed | -$217K | – | 541 |
|
|
2021
Q4 | $217K | Buy |
+2,071
| New | +$217K | 0.08% | 279 |
|
|
2020
Q3 | – | Sell |
-14,932
| Closed | -$1.19M | – | 726 |
|
|
2020
Q2 | $1.19M | Sell |
14,932
-4,663
| -24% | -$373K | 0.41% | 49 |
|
|
2020
Q1 | $1.59M | Sell |
19,595
-51,116
| -72% | -$4.13M | 0.34% | 63 |
|
|
2019
Q4 | $6.45M | Buy |
+70,711
| New | +$6.45M | 0.65% | 24 |
|