Kessler Investment 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 | $3.19K | Sell |
27
-255
| -90% | -$30.1K | ﹤0.01% | 165 |
|
|
2025
Q1 | $34.4K | Sell |
282
-62,526
| -100% | -$7.63M | 0.02% | 114 |
|
|
2024
Q4 | $6.77M | Buy |
62,808
+223
| +0.4% | +$24K | 3.21% | 13 |
|
|
2024
Q3 | $7.22M | Sell |
62,585
-8
| -0% | -$922 | 3.71% | 7 |
|
|
2024
Q2 | $6.27M | Buy |
62,593
+1,160
| +2% | +$116K | 3.39% | 7 |
|
|
2024
Q1 | $5.94M | Buy |
+61,433
| New | +$5.94M | 3.68% | 8 |
|
|
2013
Q4 | – | Sell |
-419
| Closed | -$28K | – | 123 |
|
|
2013
Q3 | $28K | Buy |
+419
| New | +$28K | 0.08% | 80 |
|