Insight Folios’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.3M | Buy |
71,993
+3,147
| +5% | +$363K | 2.96% | 12 |
|
|
2024
Q2 | $6.9M | Buy |
68,846
+617
| +0.9% | +$61.8K | 2.83% | 11 |
|
|
2024
Q1 | $6.6M | Buy |
68,229
+2,107
| +3% | +$204K | 2.67% | 17 |
|
|
2023
Q4 | $6.42M | Buy |
66,122
+3,083
| +5% | +$299K | 2.78% | 16 |
|
|
2023
Q3 | $5.56M | Sell |
63,039
-4,839
| -7% | -$427K | 2.72% | 16 |
|
|
2023
Q2 | $6.09M | Buy |
67,878
+4,239
| +7% | +$380K | 2.55% | 22 |
|
|
2023
Q1 | $6.14M | Buy |
63,639
+2,652
| +4% | +$256K | 2.72% | 17 |
|
|
2022
Q4 | $6.28M | Buy |
60,987
+2,776
| +5% | +$286K | 2.84% | 15 |
|
|
2022
Q3 | $5.42M | Buy |
58,211
+2,095
| +4% | +$195K | 2.76% | 15 |
|
|
2022
Q2 | $6.02M | Buy |
56,116
+3,608
| +7% | +$387K | 2.86% | 11 |
|
|
2022
Q1 | $5.86M | Buy |
52,508
+318
| +0.6% | +$35.5K | 2.61% | 16 |
|
|
2021
Q4 | $5.48M | Buy |
52,190
+518
| +1% | +$54.3K | 2.57% | 13 |
|
|
2021
Q3 | $5.04M | Buy |
51,672
+3,718
| +8% | +$363K | 2.78% | 11 |
|
|
2021
Q2 | $4.73M | Buy |
47,954
+1,006
| +2% | +$99.3K | 2.78% | 15 |
|
|
2021
Q1 | $4.53M | Buy |
46,948
+192
| +0.4% | +$18.5K | 3.1% | 14 |
|
|
2020
Q4 | $4.28M | Buy |
46,756
+2,314
| +5% | +$212K | 3.18% | 11 |
|
|
2020
Q3 | $3.94M | Sell |
44,442
-16
| -0% | -$1.42K | 3.65% | 5 |
|
|
2020
Q2 | $3.55M | Sell |
44,458
-4,732
| -10% | -$378K | 3.41% | 5 |
|
|
2020
Q1 | $3.98M | Buy |
49,190
+3,648
| +8% | +$295K | 4.55% | 1 |
|
|
2019
Q4 | $4.15M | Buy |
+45,542
| New | +$4.15M | 3.69% | 3 |
|