INVST’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $341K | Sell |
2,796
-258
| -8% | -$31.5K | 0.05% | 237 |
|
|
2024
Q4 | $329K | Buy |
3,054
+471
| +18% | +$50.7K | 0.04% | 201 |
|
|
2024
Q3 | $298K | Buy |
2,583
+419
| +19% | +$48.3K | 0.04% | 204 |
|
|
2024
Q2 | $215K | Buy |
+2,164
| New | +$215K | 0.02% | 244 |
|
|
2022
Q2 | – | Sell |
-1,813
| Closed | -$201K | – | 186 |
|
|
2022
Q1 | $201K | Buy |
+1,813
| New | +$201K | 0.03% | 173 |
|