L.M. Kohn & Company’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 | $791K | Sell |
6,700
-292
| -4% | -$34.5K | 0.21% | 96 |
|
|
2025
Q1 | $853K | Sell |
6,992
-193
| -3% | -$23.5K | 0.22% | 95 |
|
|
2024
Q4 | $774K | Buy |
7,185
+317
| +5% | +$34.2K | 0.2% | 106 |
|
|
2024
Q3 | $792K | Buy |
6,868
+678
| +11% | +$78.2K | 0.2% | 109 |
|
|
2024
Q2 | $620K | Buy |
6,190
+125
| +2% | +$12.5K | 0.17% | 123 |
|
|
2024
Q1 | $587K | Buy |
6,065
+653
| +12% | +$63.2K | 0.16% | 133 |
|
|
2023
Q4 | $525K | Buy |
5,412
+1
| +0% | +$97 | 0.17% | 125 |
|
|
2023
Q3 | $478K | Buy |
5,411
+329
| +6% | +$29K | 0.17% | 122 |
|
|
2023
Q2 | $456K | Buy |
5,082
+700
| +16% | +$62.8K | 0.17% | 127 |
|
|
2023
Q1 | $423K | Sell |
4,382
-43
| -1% | -$4.15K | 0.18% | 134 |
|
|
2022
Q4 | $456K | Buy |
4,425
+175
| +4% | +$18K | 0.21% | 117 |
|
|
2022
Q3 | $396K | Buy |
4,250
+2
| +0% | +$186 | 0.19% | 131 |
|
|
2022
Q2 | $456K | Buy |
4,248
+33
| +0.8% | +$3.54K | 0.21% | 119 |
|
|
2022
Q1 | $471K | Buy |
+4,215
| New | +$471K | 0.18% | 141 |
|