Jupiter Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,311
| Closed | -$1.77M | – | 409 |
|
|
2024
Q3 | $1.77M | Sell |
15,311
-114,217
| -88% | -$13.2M | 0.02% | 326 |
|
|
2024
Q2 | $13M | Buy |
129,528
+115,088
| +797% | +$11.5M | 0.12% | 189 |
|
|
2024
Q1 | $1.4M | Buy |
+14,440
| New | +$1.4M | 0.01% | 346 |
|
|
2022
Q4 | – | Sell |
-45,254
| Closed | -$4.21M | – | 487 |
|
|
2022
Q3 | $4.21M | Buy |
45,254
+37,863
| +512% | +$3.52M | 0.07% | 257 |
|
|
2022
Q2 | $793K | Buy |
+7,391
| New | +$793K | 0.01% | 455 |
|
|
2021
Q4 | – | Sell |
-41,982
| Closed | -$4.1M | – | 573 |
|
|
2021
Q3 | $4.1M | Buy |
41,982
+14,887
| +55% | +$1.45M | 0.05% | 280 |
|
|
2021
Q2 | $2.67M | Sell |
27,095
-23,681
| -47% | -$2.34M | 0.03% | 367 |
|
|
2021
Q1 | $4.9M | Buy |
50,776
+45,160
| +804% | +$4.36M | 0.05% | 323 |
|
|
2020
Q4 | $514K | Buy |
+5,616
| New | +$514K | 0.01% | 508 |
|