GLOBALT Investments’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 | $6.87M | Sell |
58,206
-3,051
| -5% | -$360K | 0.26% | 53 |
|
|
2025
Q1 | $7.47M | Buy |
61,257
+435
| +0.7% | +$53.1K | 0.31% | 46 |
|
|
2024
Q4 | $6.55M | Sell |
60,822
-818
| -1% | -$88.1K | 0.25% | 51 |
|
|
2024
Q3 | $7.11M | Sell |
61,640
-2,084
| -3% | -$240K | 0.27% | 50 |
|
|
2024
Q2 | $6.39M | Sell |
63,724
-858
| -1% | -$86K | 0.26% | 57 |
|
|
2024
Q1 | $6.25M | Sell |
64,582
-861
| -1% | -$83.3K | 0.25% | 57 |
|
|
2023
Q4 | $6.35M | Buy |
+65,443
| New | +$6.35M | 0.26% | 54 |
|