Kovitz Investment Group Partners’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 | $5.97M | Buy |
50,595
+27,127
| +116% | +$3.2M | 0.03% | 415 |
|
|
2025
Q1 | $2.86M | Buy |
23,468
+1,092
| +5% | +$133K | 0.01% | 507 |
|
|
2024
Q4 | $2.41M | Buy |
22,376
+1,042
| +5% | +$112K | 0.01% | 539 |
|
|
2024
Q3 | $1.39M | Sell |
21,334
-230
| -1% | -$15K | 0.01% | 550 |
|
|
2024
Q2 | $2.16M | Buy |
21,564
+2,107
| +11% | +$211K | 0.02% | 421 |
|
|
2024
Q1 | $1.88M | Buy |
+19,457
| New | +$1.88M | 0.02% | 304 |
|