Gyroscope Capital Management Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $527K | Buy |
5,976
+90
| +2% | +$7.94K | 0.12% | 122 |
|
|
2023
Q2 | $528K | Buy |
5,886
+493
| +9% | +$44.2K | 0.12% | 113 |
|
|
2023
Q1 | $520K | Buy |
5,393
+485
| +10% | +$46.8K | 0.13% | 115 |
|
|
2022
Q4 | $505K | Buy |
4,908
+105
| +2% | +$10.8K | 0.15% | 95 |
|
|
2022
Q3 | $447K | Buy |
+4,803
| New | +$447K | 0.17% | 96 |
|
|
2020
Q3 | – | Sell |
-6,846
| Closed | -$547K | – | 114 |
|
|
2020
Q2 | $547K | Buy |
6,846
+489
| +8% | +$39.1K | 0.25% | 92 |
|
|
2020
Q1 | $514K | Buy |
6,357
+500
| +9% | +$40.4K | 0.24% | 79 |
|
|
2019
Q4 | $534K | Buy |
5,857
+733
| +14% | +$66.8K | 0.19% | 95 |
|
|
2019
Q3 | $487K | Buy |
5,124
+820
| +19% | +$77.9K | 0.19% | 81 |
|
|
2019
Q2 | $386K | Buy |
4,304
+525
| +14% | +$47.1K | 0.15% | 105 |
|
|
2019
Q1 | $342K | Sell |
3,779
-1,550
| -29% | -$140K | 0.13% | 99 |
|
|
2018
Q4 | $460K | Buy |
5,329
+386
| +8% | +$33.3K | 0.18% | 92 |
|
|
2018
Q3 | $402K | Buy |
4,943
+696
| +16% | +$56.6K | 0.16% | 79 |
|
|
2018
Q2 | $336K | Sell |
4,247
-271
| -6% | -$21.4K | 0.15% | 82 |
|
|
2018
Q1 | $350K | Buy |
+4,518
| New | +$350K | 0.17% | 72 |
|
|
2017
Q2 | – | Sell |
-3,953
| Closed | -$324K | – | 119 |
|
|
2017
Q1 | $324K | Sell |
3,953
-32
| -0.8% | -$2.62K | 0.19% | 59 |
|
|
2016
Q4 | $309K | Buy |
3,985
+1,002
| +34% | +$77.7K | 0.21% | 56 |
|
|
2016
Q3 | $239K | Buy |
+2,983
| New | +$239K | 0.18% | 77 |
|