Granite Group Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,095
Closed -$1.01M 84
2024
Q2
$1.01M Sell
10,095
-18
-0.2% -$1.8K 0.77% 30
2024
Q1
$978K Sell
10,113
-65
-0.6% -$6.29K 0.66% 30
2023
Q4
$975K Buy
+10,178
New +$975K 0.69% 30