Gunn & Company 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
2024
Q3
Sell
-5,332
Closed -$534K 79
2024
Q2
$534K Buy
+5,332
New +$534K 0.03% 87
2024
Q1
Sell
-5,150
Closed -$500K 81
2023
Q4
$500K Buy
+5,150
New +$500K 0.03% 76