Kuhn & Co Investment Counsel’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 | $670K | Hold |
5,676
| – | – | 0.51% | 67 |
|
|
2025
Q1 | $692K | Hold |
5,676
| – | – | 0.58% | 57 |
|
|
2024
Q4 | $612K | Hold |
5,676
| – | – | 0.52% | 65 |
|
|
2024
Q3 | $654K | Sell |
5,676
-117
| -2% | -$13.5K | 0.56% | 63 |
|
|
2024
Q2 | $581K | Hold |
5,793
| – | – | 0.52% | 59 |
|
|
2024
Q1 | $560K | Hold |
5,793
| – | – | 0.53% | 61 |
|
|
2023
Q4 | $562K | Buy |
+5,793
| New | +$562K | 0.58% | 56 |
|