Lafayette Investments’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 | $461K | Buy |
+3,904
| New | +$461K | 0.09% | 97 |
|
|
2023
Q3 | – | Sell |
-3,400
| Closed | -$305K | – | 129 |
|
|
2023
Q2 | $305K | Hold |
3,400
| – | – | 0.08% | 98 |
|
|
2023
Q1 | $328K | Sell |
3,400
-1,000
| -23% | -$96.5K | 0.09% | 94 |
|
|
2022
Q4 | $453K | Sell |
4,400
-645
| -13% | -$66.4K | 0.13% | 83 |
|
|
2022
Q3 | $469K | Hold |
5,045
| – | – | 0.14% | 78 |
|
|
2022
Q2 | $541K | Sell |
5,045
-1,750
| -26% | -$188K | 0.16% | 73 |
|
|
2022
Q1 | $759K | Hold |
6,795
| – | – | 0.19% | 68 |
|
|
2021
Q4 | $713K | Hold |
6,795
| – | – | 0.18% | 70 |
|
|
2021
Q3 | $663K | Hold |
6,795
| – | – | 0.18% | 70 |
|
|
2021
Q2 | $671K | Buy |
+6,795
| New | +$671K | 0.18% | 70 |
|