L & S 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 | – | Sell |
-33,842
| Closed | -$4.13M | – | 350 |
|
|
2025
Q1 | $4.13M | Buy |
33,842
+132
| +0.4% | +$16.1K | 0.51% | 53 |
|
|
2024
Q4 | $3.63M | Buy |
33,710
+13,617
| +68% | +$1.47M | 0.4% | 69 |
|
|
2024
Q3 | $2.32M | Sell |
20,093
-4,145
| -17% | -$478K | 0.24% | 111 |
|
|
2024
Q2 | $2.43M | Buy |
24,238
+1,833
| +8% | +$184K | 0.28% | 97 |
|
|
2024
Q1 | $2.17M | Buy |
+22,405
| New | +$2.17M | 0.25% | 120 |
|
|
2023
Q1 | – | Sell |
-27,744
| Closed | -$2.86M | – | 312 |
|
|
2022
Q4 | $2.86M | Buy |
+27,744
| New | +$2.86M | 0.53% | 53 |
|
|
2022
Q3 | – | Sell |
-49,158
| Closed | -$5.27M | – | 242 |
|
|
2022
Q2 | $5.27M | Buy |
49,158
+118
| +0.2% | +$12.7K | 0.88% | 29 |
|
|
2022
Q1 | $5.48M | Buy |
+49,040
| New | +$5.48M | 0.65% | 51 |
|