HEIP
Hudson Edge Investment Partners’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.26M | Buy |
53,070
+1,294
| +2% | +$153K | 1.07% | 36 |
|
|
2025
Q1 | $6.32M | Sell |
51,776
-2,630
| -5% | -$321K | 1.28% | 25 |
|
|
2024
Q4 | $5.86M | Buy |
+54,406
| New | +$5.86M | 1.08% | 36 |
|
|
2022
Q3 | – | Sell |
-42,077
| Closed | -$4.51M | – | 149 |
|
|
2022
Q2 | $4.51M | Sell |
42,077
-3,670
| -8% | -$393K | 1.64% | 18 |
|
|
2022
Q1 | $5.11M | Buy |
45,747
+960
| +2% | +$107K | 1.61% | 21 |
|
|
2021
Q4 | $4.7M | Buy |
+44,787
| New | +$4.7M | 1.46% | 32 |
|