Graypoint LLC’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 | $631K | Buy |
5,350
+285
| +6% | +$33.6K | 0.04% | 289 |
|
|
2025
Q1 | $618K | Sell |
5,065
-86
| -2% | -$10.5K | 0.04% | 276 |
|
|
2024
Q4 | $555K | Buy |
5,151
+133
| +3% | +$14.3K | 0.03% | 286 |
|
|
2024
Q3 | $579K | Buy |
5,018
+209
| +4% | +$24.1K | 0.04% | 274 |
|
|
2024
Q2 | $482K | Buy |
4,809
+506
| +12% | +$50.7K | 0.03% | 287 |
|
|
2024
Q1 | $416K | Buy |
4,303
+516
| +14% | +$49.9K | 0.03% | 323 |
|
|
2023
Q4 | $367K | Sell |
3,787
-1,546
| -29% | -$150K | 0.03% | 316 |
|
|
2023
Q3 | $471K | Buy |
5,333
+560
| +12% | +$49.4K | 0.04% | 247 |
|
|
2023
Q2 | $428K | Buy |
4,773
+1,469
| +44% | +$132K | 0.04% | 246 |
|
|
2023
Q1 | $319K | Buy |
3,304
+592
| +22% | +$57.1K | 0.03% | 274 |
|
|
2022
Q4 | $279K | Sell |
2,712
-204
| -7% | -$21K | 0.03% | 278 |
|
|
2022
Q3 | $271K | Buy |
+2,916
| New | +$271K | 0.03% | 271 |
|