FourThought Financial 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 | $3.69M | Buy |
31,249
+2,927
| +10% | +$345K | 0.36% | 73 |
|
|
2025
Q1 | $3.45M | Buy |
28,322
+3,836
| +16% | +$468K | 0.36% | 79 |
|
|
2024
Q4 | $2.64M | Buy |
24,486
+3,170
| +15% | +$342K | 0.27% | 84 |
|
|
2024
Q3 | $2.46M | Buy |
21,316
+123
| +0.6% | +$14.2K | 0.29% | 77 |
|
|
2024
Q2 | $2.12M | Buy |
21,193
+744
| +4% | +$74.6K | 0.27% | 77 |
|
|
2024
Q1 | $1.98M | Buy |
20,449
+127
| +0.6% | +$12.3K | 0.23% | 96 |
|
|
2023
Q4 | $1.97M | Buy |
20,322
+191
| +0.9% | +$18.5K | 0.25% | 90 |
|
|
2023
Q3 | $1.78M | Buy |
20,131
+863
| +4% | +$76.2K | 0.25% | 88 |
|
|
2023
Q2 | $1.73M | Buy |
19,268
+221
| +1% | +$19.8K | 0.23% | 94 |
|
|
2023
Q1 | $1.84M | Buy |
19,047
+2,851
| +18% | +$275K | 0.25% | 90 |
|
|
2022
Q4 | $1.67M | Buy |
+16,196
| New | +$1.67M | 0.24% | 92 |
|