Frontier Investment Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$331K Sell
4,144
-950
-19% -$75.9K 0.02% 199
2020
Q1
$412K Buy
5,094
+451
+10% +$36.5K 0.03% 155
2019
Q4
$423K Buy
4,643
+1,570
+51% +$143K 0.02% 192
2019
Q3
$295K Buy
3,073
+130
+4% +$12.5K 0.02% 206
2019
Q2
$260K Sell
2,943
-317
-10% -$28K 0.02% 209
2019
Q1
$293K Buy
3,260
+84
+3% +$7.55K 0.02% 193
2018
Q4
$274K Sell
3,176
-1,233
-28% -$106K 0.02% 185
2018
Q3
$353K Buy
4,409
+133
+3% +$10.6K 0.03% 182
2018
Q2
$338K Hold
4,276
0.03% 177
2018
Q1
$331K Sell
4,276
-604
-12% -$46.8K 0.03% 168
2017
Q4
$410K Sell
4,880
-483
-9% -$40.6K 0.03% 165
2017
Q3
$450K Buy
5,363
+83
+2% +$6.96K 0.04% 160
2017
Q2
$441K Buy
5,280
+12
+0.2% +$1K 0.04% 159
2017
Q1
$358K Buy
5,268
+1,657
+46% +$113K 0.03% 141
2016
Q4
$267K Sell
3,611
-10
-0.3% -$739 0.03% 160
2016
Q3
$2.9M Sell
3,621
-796
-18% -$637K 0.03% 155
2016
Q2
$353K Sell
4,417
-728
-14% -$58.2K 0.04% 140
2016
Q1
$412K Buy
5,145
+443
+9% +$35.5K 0.05% 125
2015
Q4
$336K Sell
4,702
-1,661
-26% -$119K 0.05% 121
2015
Q3
$386K Buy
6,363
+1,120
+21% +$67.9K 0.06% 116
2015
Q2
$370K Buy
5,243
+1,571
+43% +$111K 0.04% 132
2015
Q1
$285K Sell
3,672
-25
-0.7% -$1.94K 0.04% 142
2014
Q4
$306K Buy
+3,697
New +$306K 0.05% 122