Iconiq Capital’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
$708K Buy
5,997
+129
+2% +$15.2K 0.01% 132
2025
Q1
$716K Sell
5,868
-174
-3% -$21.2K 0.01% 124
2024
Q4
$651K Buy
6,042
+3,651
+153% +$393K 0.01% 118
2024
Q3
$276K Buy
+2,391
New +$276K 0.01% 156