FMAEN1
Fund Management at Engine No 1’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,022
| Closed | -$973K | – | 128 |
|
|
2023
Q3 | $973K | Buy |
11,022
+988
| +10% | +$87.2K | 0.15% | 132 |
|
|
2023
Q2 | $900K | Buy |
10,034
+695
| +7% | +$62.4K | 0.17% | 128 |
|
|
2023
Q1 | $901K | Buy |
9,339
+863
| +10% | +$83.3K | 0.18% | 118 |
|
|
2022
Q4 | $873K | Buy |
8,476
+1,072
| +14% | +$110K | 0.21% | 106 |
|
|
2022
Q3 | $689K | Sell |
7,404
-369
| -5% | -$34.3K | 0.2% | 109 |
|
|
2022
Q2 | $833K | Buy |
7,773
+1,261
| +19% | +$135K | 0.22% | 99 |
|
|
2022
Q1 | $727K | Buy |
+6,512
| New | +$727K | 0.18% | 119 |
|