Groesbeck 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
Q1 | $699K | Hold |
5,733
| – | – | 0.98% | 36 |
|
|
2024
Q4 | $618K | Buy |
+5,733
| New | +$618K | 0.8% | 42 |
|
|
2024
Q2 | – | Sell |
-5,733
| Closed | -$554K | – | 78 |
|
|
2024
Q1 | $554K | Buy |
+5,733
| New | +$554K | 0.59% | 57 |
|
|
2022
Q2 | – | Sell |
-5,733
| Closed | -$640K | – | 94 |
|
|
2022
Q1 | $640K | Buy |
+5,733
| New | +$640K | 0.72% | 49 |
|
|
2021
Q4 | – | Sell |
-5,733
| Closed | -$560K | – | 97 |
|
|
2021
Q3 | $560K | Buy |
+5,733
| New | +$560K | 0.65% | 57 |
|
|
2016
Q4 | – | Sell |
-5,733
| Closed | -$459K | – | 90 |
|
|
2016
Q3 | $459K | Buy |
+5,733
| New | +$459K | 0.34% | 73 |
|
|
2015
Q3 | – | Sell |
-30,000
| Closed | -$2.12M | – | 80 |
|
|
2015
Q2 | $2.12M | Buy |
+30,000
| New | +$2.12M | 1.02% | 35 |
|