Goelzer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,914
| Closed | -$201K | – | 220 |
|
|
2021
Q4 | $201K | Buy |
+1,914
| New | +$201K | 0.02% | 221 |
|
|
2015
Q1 | – | Sell |
-3,177
| Closed | -$265K | – | 194 |
|
|
2014
Q4 | $265K | Sell |
3,177
-750
| -19% | -$62.6K | 0.04% | 184 |
|
|
2014
Q3 | $294K | Buy |
+3,927
| New | +$294K | 0.05% | 175 |
|
|
2014
Q1 | – | Sell |
-4,452
| Closed | -$307K | – | 191 |
|
|
2013
Q4 | $307K | Buy |
+4,452
| New | +$307K | 0.06% | 173 |
|