Koss-Olinger Consulting’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 | $285K | Buy |
2,416
+3
| +0.1% | +$354 | 0.02% | 272 |
|
|
2025
Q1 | $294K | Buy |
+2,413
| New | +$294K | 0.02% | 257 |
|
|
2024
Q4 | – | Sell |
-1,909
| Closed | -$220K | – | 215 |
|
|
2024
Q3 | $220K | Buy |
+1,909
| New | +$220K | 0.02% | 253 |
|
|
2022
Q2 | – | Sell |
-2,025
| Closed | -$226K | – | 194 |
|
|
2022
Q1 | $226K | Buy |
+2,025
| New | +$226K | 0.04% | 169 |
|