Forum Financial Management’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 | $333K | Buy |
2,826
+764
| +37% | +$90.2K | 0.01% | 615 |
|
|
2025
Q1 | $251K | Buy |
2,062
+2
| +0.1% | +$244 | ﹤0.01% | 690 |
|
|
2024
Q4 | $222K | Buy |
+2,060
| New | +$222K | ﹤0.01% | 794 |
|
|
2024
Q1 | – | Sell |
-2,216
| Closed | -$215K | – | 747 |
|
|
2023
Q4 | $215K | Sell |
2,216
-258
| -10% | -$25K | ﹤0.01% | 612 |
|
|
2023
Q3 | $218K | Sell |
2,474
-18
| -0.7% | -$1.59K | ﹤0.01% | 552 |
|
|
2023
Q2 | $224K | Buy |
+2,492
| New | +$224K | 0.01% | 566 |
|