FP
Foundry Partners’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $40.2M | Buy |
329,922
+55,670
| +20% | +$6.79M | 2.13% | 3 |
|
|
2024
Q4 | $29.5M | Sell |
274,252
-2,310
| -0.8% | -$249K | 1.49% | 8 |
|
|
2024
Q3 | $31.9M | Sell |
276,562
-31,259
| -10% | -$3.6M | 1.58% | 11 |
|
|
2024
Q2 | $30.9M | Buy |
307,821
+5,663
| +2% | +$568K | 1.66% | 8 |
|
|
2024
Q1 | $29.2M | Buy |
302,158
+30,169
| +11% | +$2.92M | 1.56% | 9 |
|
|
2023
Q4 | $26.4M | Sell |
271,989
-73,557
| -21% | -$7.14M | 1.59% | 5 |
|
|
2023
Q3 | $30.5M | Buy |
345,546
+24,464
| +8% | +$2.16M | 1.9% | 3 |
|
|
2023
Q2 | $28.8M | Buy |
+321,082
| New | +$28.8M | 1.76% | 4 |
|