Investment Partners 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 | $493K | Hold |
4,178
| – | – | 0.34% | 92 |
|
|
2025
Q1 | $510K | Hold |
4,178
| – | – | 0.4% | 78 |
|
|
2024
Q4 | $450K | Hold |
4,178
| – | – | 0.35% | 88 |
|
|
2024
Q3 | $482K | Hold |
4,178
| – | – | 0.39% | 80 |
|
|
2024
Q2 | $419K | Hold |
4,178
| – | – | 0.37% | 83 |
|
|
2024
Q1 | $404K | Hold |
4,178
| – | – | 0.37% | 85 |
|
|
2023
Q4 | $405K | Buy |
+4,178
| New | +$405K | 0.4% | 77 |
|