iA Global Asset 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
$13.3M Sell
112,489
-48,175
-30% -$5.68M 0.2% 99
2025
Q1
$19.6M Buy
160,664
+72,137
+81% +$8.8M 0.34% 60
2024
Q4
$9.54M Buy
88,527
+65,875
+291% +$7.1M 0.17% 105
2024
Q3
$2.61M Buy
22,652
+588
+3% +$67.8K 0.05% 230
2024
Q2
$2.21M Buy
22,064
+17,084
+343% +$1.71M 0.04% 222
2024
Q1
$482K Buy
+4,980
New +$482K 0.01% 369