HM Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.67M | Hold |
17,979
| – | – | 1% | 20 |
|
|
2022
Q2 | $1.93M | Buy |
17,979
+5,618
| +45% | +$602K | 1.07% | 19 |
|
|
2022
Q1 | $1.38M | Buy |
12,361
+1,800
| +17% | +$201K | 0.5% | 23 |
|
|
2021
Q4 | $1.11M | Buy |
+10,561
| New | +$1.11M | 0.42% | 23 |
|
|
2021
Q3 | – | Sell |
-3,818
| Closed | -$377K | – | 45 |
|
|
2021
Q2 | $377K | Sell |
3,818
-3,814
| -50% | -$377K | 0.17% | 28 |
|
|
2021
Q1 | $737K | Buy |
7,632
+5
| +0.1% | +$483 | 0.34% | 21 |
|
|
2020
Q4 | $698K | Buy |
+7,627
| New | +$698K | 0.35% | 23 |
|