Harbour Trust & 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
Q2 | $911K | Buy |
7,721
+734
| +11% | +$86.6K | 0.1% | 93 |
|
|
2025
Q1 | $852K | Sell |
6,987
-1,145
| -14% | -$140K | 0.1% | 95 |
|
|
2024
Q4 | $876K | Buy |
8,132
+8
| +0.1% | +$862 | 0.1% | 93 |
|
|
2024
Q3 | $937K | Sell |
8,124
-186
| -2% | -$21.4K | 0.11% | 93 |
|
|
2024
Q2 | $833K | Sell |
8,310
-172
| -2% | -$17.2K | 0.1% | 97 |
|
|
2024
Q1 | $820K | Buy |
8,482
+656
| +8% | +$63.4K | 0.1% | 97 |
|
|
2023
Q4 | $759K | Buy |
+7,826
| New | +$759K | 0.11% | 95 |
|