Harvest Fund 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 | $3K | Sell |
23
-130
| -85% | -$17K | ﹤0.01% | 575 |
|
2025
Q1 | $19K | Buy |
153
+93
| +155% | +$11.5K | ﹤0.01% | 549 |
|
2024
Q4 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 686 |
|
2023
Q2 | – | Sell |
-39
| Closed | -$4K | – | 692 |
|
2023
Q1 | $4K | Sell |
39
-128
| -77% | -$13.1K | ﹤0.01% | 693 |
|
2022
Q4 | $17K | Hold |
167
| – | – | ﹤0.01% | 613 |
|
2022
Q3 | $16K | Buy |
+167
| New | +$16K | ﹤0.01% | 578 |
|