Kraematon Investment Advisors’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 | $279K | Buy |
2,366
+17
| +0.7% | +$2.01K | 0.26% | 78 |
|
|
2025
Q1 | $287K | Sell |
2,349
-321
| -12% | -$39.2K | 0.29% | 72 |
|
|
2024
Q4 | $288K | Buy |
2,670
+20
| +0.8% | +$2.16K | 0.28% | 72 |
|
|
2024
Q3 | $305K | Buy |
2,650
+20
| +0.8% | +$2.31K | 0.3% | 68 |
|
|
2024
Q2 | $264K | Sell |
2,630
-64
| -2% | -$6.42K | 0.27% | 73 |
|
|
2024
Q1 | $261K | Sell |
2,694
-27
| -1% | -$2.61K | 0.26% | 74 |
|
|
2023
Q4 | $264K | Buy |
2,721
+23
| +0.9% | +$2.23K | 0.29% | 71 |
|
|
2023
Q3 | $238K | Sell |
2,698
-434
| -14% | -$38.3K | 0.29% | 71 |
|
|
2023
Q2 | $281K | Buy |
3,132
+28
| +0.9% | +$2.51K | 0.31% | 70 |
|
|
2023
Q1 | $299K | Buy |
3,104
+27
| +0.9% | +$2.6K | 0.35% | 63 |
|
|
2022
Q4 | $317K | Sell |
3,077
-174
| -5% | -$17.9K | 0.34% | 64 |
|
|
2022
Q3 | $302K | Sell |
3,251
-26
| -0.8% | -$2.42K | 0.39% | 62 |
|
|
2022
Q2 | $351K | Buy |
3,277
+25
| +0.8% | +$2.68K | 0.41% | 59 |
|
|
2022
Q1 | $363K | Buy |
3,252
+24
| +0.7% | +$2.68K | 0.35% | 61 |
|
|
2021
Q4 | $339K | Buy |
+3,228
| New | +$339K | 0.3% | 74 |
|