Joule Financial’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 | $283K | Buy |
2,395
+1
| +0% | +$118 | 0.09% | 90 |
|
|
2025
Q1 | $292K | Buy |
2,394
+50
| +2% | +$6.1K | 0.1% | 81 |
|
|
2024
Q4 | $253K | Sell |
2,344
-1
| -0% | -$108 | 0.09% | 90 |
|
|
2024
Q3 | $270K | Buy |
2,345
+1
| +0% | +$115 | 0.1% | 89 |
|
|
2024
Q2 | $235K | Sell |
2,344
-46
| -2% | -$4.61K | 0.1% | 91 |
|
|
2024
Q1 | $231K | Buy |
2,390
+1
| +0% | +$97 | 0.1% | 94 |
|
|
2023
Q4 | $232K | Buy |
+2,389
| New | +$232K | 0.11% | 94 |
|
|
2023
Q1 | – | Sell |
-4,327
| Closed | -$446K | – | 106 |
|
|
2022
Q4 | $446K | Sell |
4,327
-165
| -4% | -$17K | 0.3% | 47 |
|
|
2022
Q3 | $418K | Buy |
4,492
+339
| +8% | +$31.5K | 0.31% | 49 |
|
|
2022
Q2 | $445K | Buy |
+4,153
| New | +$445K | 0.35% | 47 |
|