Inscription 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
$256K Buy
+2,169
New +$256K 0.04% 401
2021
Q3
Sell
-20,682
Closed -$2.04M 256
2021
Q2
$2.04M Buy
+20,682
New +$2.04M 0.23% 88
2019
Q2
Sell
-573
Closed -$52K 138
2019
Q1
$52K Hold
573
0.03% 188
2018
Q4
$49K Buy
+573
New +$49K 0.03% 195