Harbour Investments’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 | $2.52M | Sell |
21,371
-330
| -2% | -$38.9K | 0.06% | 275 |
|
|
2025
Q1 | $2.65M | Buy |
21,701
+559
| +3% | +$68.2K | 0.08% | 231 |
|
|
2024
Q4 | $2.28M | Sell |
21,142
-122
| -0.6% | -$13.1K | 0.07% | 254 |
|
|
2024
Q3 | $2.45M | Buy |
21,264
+856
| +4% | +$98.7K | 0.07% | 230 |
|
|
2024
Q2 | $2.05M | Buy |
20,408
+165
| +0.8% | +$16.5K | 0.07% | 249 |
|
|
2024
Q1 | $1.96M | Buy |
20,243
+1,837
| +10% | +$178K | 0.07% | 259 |
|
|
2023
Q4 | $1.79M | Buy |
18,406
+110
| +0.6% | +$10.7K | 0.07% | 244 |
|
|
2023
Q3 | $1.61M | Buy |
18,296
+2,021
| +12% | +$178K | 0.08% | 240 |
|
|
2023
Q2 | $1.46M | Buy |
16,275
+1,255
| +8% | +$113K | 0.07% | 261 |
|
|
2023
Q1 | $1.45M | Buy |
15,020
+1,039
| +7% | +$100K | 0.08% | 245 |
|
|
2022
Q4 | $1.44M | Buy |
13,981
+3,746
| +37% | +$386K | 0.09% | 230 |
|
|
2022
Q3 | $1.1M | Hold |
10,235
| – | – | 0.07% | 262 |
|
|
2022
Q2 | $1.1M | Buy |
+10,235
| New | +$1.1M | 0.07% | 262 |
|
|
2021
Q4 | $1.04M | Sell |
9,877
-32,787
| -77% | -$3.44M | 0.06% | 292 |
|
|
2021
Q3 | $4.16M | Sell |
42,664
-5,956
| -12% | -$581K | 0.13% | 147 |
|
|
2021
Q2 | $4.8M | Buy |
48,620
+382
| +0.8% | +$37.7K | 0.15% | 127 |
|
|
2021
Q1 | $4.66M | Buy |
+48,238
| New | +$4.66M | 0.17% | 119 |
|