Jefferies Financial Group’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 | $8.03M | Sell |
68,028
-28,618
| -30% | -$3.38M | 0.07% | 138 |
|
|
2025
Q1 | $11.8M | Buy |
96,646
+94,202
| +3,854% | +$11.5M | 0.1% | 87 |
|
|
2024
Q4 | $263K | Buy |
2,444
+1,374
| +128% | +$148K | ﹤0.01% | 1012 |
|
|
2024
Q3 | $123K | Buy |
+1,070
| New | +$123K | ﹤0.01% | 985 |
|
|
2023
Q4 | – | Sell |
-5,645
| Closed | -$498K | – | 1300 |
|
|
2023
Q3 | $498K | Sell |
5,645
-12,955
| -70% | -$1.14M | ﹤0.01% | 704 |
|
|
2023
Q2 | $1.67M | Buy |
18,600
+12,610
| +211% | +$1.13M | 0.01% | 441 |
|
|
2023
Q1 | $578K | Buy |
+5,990
| New | +$578K | ﹤0.01% | 677 |
|