JBR Co Financial 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 | $1.07M | Sell |
9,062
-966
| -10% | -$114K | 0.53% | 45 |
|
|
2025
Q1 | $1.22M | Buy |
10,028
+500
| +5% | +$61K | 0.72% | 41 |
|
|
2024
Q4 | $1.03M | Sell |
9,528
-676
| -7% | -$72.8K | 0.63% | 42 |
|
|
2024
Q3 | $1.18M | Hold |
10,204
| – | – | 0.77% | 36 |
|
|
2024
Q2 | $1.02M | Hold |
10,204
| – | – | 0.72% | 37 |
|
|
2024
Q1 | $987K | Sell |
10,204
-606
| -6% | -$58.6K | 0.79% | 35 |
|
|
2023
Q4 | $1.05M | Buy |
+10,810
| New | +$1.05M | 0.99% | 28 |
|