Founders Capital Management (Texas)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-204
| Closed | -$23.5K | – | 374 |
|
|
2024
Q3 | $23.5K | Buy |
204
+2
| +1% | +$230 | 0.01% | 214 |
|
|
2024
Q2 | $20.2K | Buy |
+202
| New | +$20.2K | 0.01% | 229 |
|
|
2018
Q2 | – | Sell |
-713
| Closed | -$55K | – | 323 |
|
|
2018
Q1 | $55K | Hold |
713
| – | – | 0.05% | 130 |
|
|
2017
Q4 | $60K | Hold |
713
| – | – | 0.05% | 124 |
|
|
2017
Q3 | $60K | Hold |
713
| – | – | 0.05% | 123 |
|
|
2017
Q2 | $60K | Buy |
713
+175
| +33% | +$14.7K | 0.05% | 124 |
|
|
2017
Q1 | $44K | Buy |
+538
| New | +$44K | 0.04% | 145 |
|