Fourpath Capital 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 | $1.26M | Sell |
10,636
-194
| -2% | -$22.9K | 0.2% | 82 |
|
2025
Q1 | $1.32M | Sell |
10,830
-26
| -0.2% | -$3.17K | 0.23% | 79 |
|
2024
Q4 | $1.17M | Sell |
10,856
-192
| -2% | -$20.7K | 0.22% | 84 |
|
2024
Q3 | $1.27M | Sell |
11,048
-1,636
| -13% | -$189K | 0.23% | 81 |
|
2024
Q2 | $1.27M | Sell |
12,684
-409
| -3% | -$41K | 0.94% | 19 |
|
2024
Q1 | $1.27M | Sell |
13,093
-250
| -2% | -$24.2K | 0.88% | 21 |
|
2023
Q4 | $1.29M | Sell |
13,343
-509
| -4% | -$49.4K | 0.88% | 20 |
|
2023
Q3 | $1.22M | Sell |
13,852
-17
| -0.1% | -$1.5K | 0.92% | 23 |
|
2023
Q2 | $1.24M | Buy |
13,869
+1,296
| +10% | +$116K | 1.5% | 13 |
|
2023
Q1 | $1.21M | Hold |
12,573
| – | – | 0.85% | 26 |
|
2022
Q4 | $1.29M | Buy |
12,573
+1,725
| +16% | +$178K | 0.94% | 24 |
|
2022
Q3 | $1.01M | Buy |
10,848
+18
| +0.2% | +$1.67K | 0.69% | 35 |
|
2022
Q2 | $1.16M | Buy |
10,830
+134
| +1% | +$14.4K | 0.72% | 28 |
|
2022
Q1 | $1.19M | Hold |
10,696
| – | – | 0.47% | 39 |
|
2021
Q4 | $1.12M | Buy |
+10,696
| New | +$1.12M | 0.43% | 42 |
|