Inspire Trust Company’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 | $1.71M | Buy |
14,500
+2,500
| +21% | +$295K | 0.35% | 96 |
|
|
2025
Q1 | $1.46M | Hold |
12,000
| – | – | 0.35% | 100 |
|
|
2024
Q4 | $1.29M | Buy |
12,000
+2,500
| +26% | +$269K | 0.33% | 100 |
|
|
2024
Q3 | $1.1M | Sell |
9,500
-347
| -4% | -$40K | 0.3% | 98 |
|
|
2024
Q2 | $987K | Buy |
9,847
+4,847
| +97% | +$486K | 0.33% | 100 |
|
|
2024
Q1 | $484K | Buy |
+5,000
| New | +$484K | 0.27% | 100 |
|