FWL 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2K | Hold |
324
| – | – | 0.01% | 165 |
|
|
2025
Q1 | $39.5K | Hold |
324
| – | – | 0.01% | 147 |
|
|
2024
Q4 | $34.9K | Hold |
324
| – | – | 0.01% | 166 |
|
|
2024
Q3 | $37.4K | Buy |
324
+174
| +116% | +$20.1K | 0.01% | 143 |
|
|
2024
Q2 | $15K | Buy |
150
+30
| +25% | +$3.01K | 0.01% | 166 |
|
|
2024
Q1 | $11.6K | Buy |
+120
| New | +$11.6K | 0.01% | 155 |
|
|
2023
Q1 | – | Sell |
-69
| Closed | -$7.11K | – | 102 |
|
|
2022
Q4 | $7.11K | Buy |
+69
| New | +$7.11K | 0.01% | 144 |
|