Hudson Value Partners’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 | $595K | Hold |
5,040
| – | – | 0.21% | 80 |
|
|
2025
Q1 | $615K | Hold |
5,040
| – | – | 0.23% | 77 |
|
|
2024
Q4 | $543K | Sell |
5,040
-210
| -4% | -$22.6K | 0.2% | 75 |
|
|
2024
Q3 | $605K | Buy |
5,250
+2,725
| +108% | +$314K | 0.24% | 73 |
|
|
2024
Q2 | $253K | Hold |
2,525
| – | – | 0.11% | 87 |
|
|
2024
Q1 | $244K | Hold |
2,525
| – | – | 0.1% | 87 |
|
|
2023
Q4 | $245K | Hold |
2,525
| – | – | 0.11% | 88 |
|
|
2023
Q3 | $223K | Hold |
2,525
| – | – | 0.12% | 95 |
|
|
2023
Q2 | $227K | Hold |
2,525
| – | – | 0.12% | 101 |
|
|
2023
Q1 | $244K | Hold |
2,525
| – | – | 0.14% | 100 |
|
|
2022
Q4 | $260K | Buy |
+2,525
| New | +$260K | 0.16% | 97 |
|