Foster Dykema Cabot & Partners’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 | $70.6K | Hold |
598
| – | – | 0.01% | 178 |
|
|
2025
Q1 | $72.9K | Hold |
598
| – | – | 0.01% | 173 |
|
|
2024
Q4 | $64.4K | Sell |
598
-130
| -18% | -$14K | 0.01% | 190 |
|
|
2024
Q3 | $83.9K | Buy |
728
+130
| +22% | +$15K | 0.01% | 183 |
|
|
2024
Q2 | $59.9K | Sell |
598
-145
| -20% | -$14.5K | 0.01% | 164 |
|
|
2024
Q1 | $71.9K | Buy |
743
+224
| +43% | +$21.7K | 0.01% | 163 |
|
|
2023
Q4 | $50.4K | Buy |
+519
| New | +$50.4K | 0.01% | 153 |
|