Keynote Financial Services’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 | $1.09M | Hold |
9,254
| – | – | 0.73% | 42 |
|
|
2025
Q1 | $1.13M | Hold |
9,254
| – | – | 0.81% | 34 |
|
|
2024
Q4 | $997K | Sell |
9,254
-119
| -1% | -$12.8K | 0.76% | 39 |
|
|
2024
Q3 | $1.08M | Sell |
9,373
-71
| -0.8% | -$8.19K | 0.83% | 36 |
|
|
2024
Q2 | $947K | Hold |
9,444
| – | – | 0.79% | 40 |
|
|
2024
Q1 | $913K | Buy |
+9,444
| New | +$913K | 0.77% | 42 |
|