Fulcrum Equity 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 | $459K | Buy |
3,893
+25
| +0.6% | +$2.95K | 0.47% | 53 |
|
|
2025
Q1 | $472K | Buy |
3,868
+26
| +0.7% | +$3.17K | 0.52% | 48 |
|
|
2024
Q4 | $414K | Sell |
3,842
-187
| -5% | -$20.1K | 0.41% | 67 |
|
|
2024
Q3 | $465K | Buy |
4,029
+28
| +0.7% | +$3.23K | 0.39% | 86 |
|
|
2024
Q2 | $401K | Buy |
4,001
+421
| +12% | +$42.2K | 0.36% | 86 |
|
|
2024
Q1 | $346K | Buy |
3,580
+376
| +12% | +$36.4K | 0.41% | 77 |
|
|
2023
Q4 | $311K | Buy |
3,204
+164
| +5% | +$15.9K | 0.38% | 73 |
|
|
2023
Q3 | $268K | Hold |
3,040
| – | – | 0.31% | 80 |
|
|
2023
Q2 | $273K | Buy |
3,040
+34
| +1% | +$3.05K | 0.32% | 79 |
|
|
2023
Q1 | $290K | Buy |
3,006
+30
| +1% | +$2.9K | 0.27% | 67 |
|
|
2022
Q4 | $306K | Buy |
2,976
+30
| +1% | +$3.09K | 0.25% | 52 |
|
|
2022
Q3 | $274K | Buy |
2,946
+28
| +1% | +$2.6K | 0.23% | 53 |
|
|
2022
Q2 | $313K | Buy |
2,918
+20
| +0.7% | +$2.15K | 0.25% | 50 |
|
|
2022
Q1 | $324K | Buy |
2,898
+6
| +0.2% | +$671 | 0.19% | 75 |
|
|
2021
Q4 | $303K | Buy |
2,892
+27
| +0.9% | +$2.83K | 0.11% | 134 |
|
|
2021
Q3 | $280K | Buy |
2,865
+27
| +1% | +$2.64K | 0.11% | 140 |
|
|
2021
Q2 | $280K | Buy |
2,838
+19
| +0.7% | +$1.88K | 0.1% | 154 |
|
|
2021
Q1 | $272K | Buy |
2,819
+37
| +1% | +$3.57K | 0.11% | 149 |
|
|
2020
Q4 | $255K | Buy |
2,782
+29
| +1% | +$2.66K | 0.1% | 139 |
|
|
2020
Q3 | $244K | Buy |
2,753
+31
| +1% | +$2.75K | 0.11% | 130 |
|
|
2020
Q2 | $217K | Buy |
2,722
+56
| +2% | +$4.46K | 0.1% | 134 |
|
|
2020
Q1 | $216K | Buy |
2,666
+31
| +1% | +$2.51K | 0.15% | 46 |
|
|
2019
Q4 | $240K | Buy |
2,635
+27
| +1% | +$2.46K | 0.13% | 86 |
|
|
2019
Q3 | $250K | Buy |
2,608
+26
| +1% | +$2.49K | 0.13% | 78 |
|
|
2019
Q2 | $232K | Buy |
2,582
+27
| +1% | +$2.43K | 0.11% | 80 |
|
|
2019
Q1 | $230K | Buy |
2,555
+26
| +1% | +$2.34K | 0.08% | 95 |
|
|
2018
Q4 | $218K | Buy |
+2,529
| New | +$218K | 0.08% | 76 |
|