JB 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 | $359K | Buy |
3,044
+41
| +1% | +$4.84K | 0.02% | 188 |
|
|
2025
Q1 | $366K | Buy |
3,003
+133
| +5% | +$16.2K | 0.02% | 172 |
|
|
2024
Q4 | $309K | Sell |
2,870
-412
| -13% | -$44.4K | 0.02% | 183 |
|
|
2024
Q3 | $378K | Sell |
3,282
-599
| -15% | -$69.1K | 0.02% | 171 |
|
|
2024
Q2 | $389K | Buy |
3,881
+181
| +5% | +$18.1K | 0.02% | 165 |
|
|
2024
Q1 | $358K | Buy |
3,700
+29
| +0.8% | +$2.8K | 0.02% | 162 |
|
|
2023
Q4 | $356K | Buy |
3,671
+477
| +15% | +$46.3K | 0.03% | 157 |
|
|
2023
Q3 | $282K | Buy |
3,194
+435
| +16% | +$38.4K | 0.02% | 151 |
|
|
2023
Q2 | $248K | Sell |
2,759
-14
| -0.5% | -$1.26K | 0.02% | 150 |
|
|
2023
Q1 | $267K | Buy |
2,773
+55
| +2% | +$5.31K | 0.02% | 141 |
|
|
2022
Q4 | $280K | Sell |
2,718
-8
| -0.3% | -$824 | 0.03% | 141 |
|
|
2022
Q3 | $254K | Sell |
2,726
-7,728
| -74% | -$720K | 0.03% | 140 |
|
|
2022
Q2 | $1.12M | Buy |
10,454
+580
| +6% | +$62.2K | 0.12% | 84 |
|
|
2022
Q1 | $1.1M | Buy |
9,874
+7,217
| +272% | +$806K | 0.11% | 94 |
|
|
2021
Q4 | $279K | Buy |
2,657
+122
| +5% | +$12.8K | 0.03% | 220 |
|
|
2021
Q3 | $247K | Buy |
+2,535
| New | +$247K | 0.03% | 270 |
|