Latitude 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 | $393K | Hold |
3,328
| – | – | 0.2% | 114 |
|
|
2025
Q1 | $406K | Sell |
3,328
-541
| -14% | -$66K | 0.24% | 101 |
|
|
2024
Q4 | $417K | Sell |
3,869
-281
| -7% | -$30.3K | 0.23% | 97 |
|
|
2024
Q3 | $478K | Sell |
4,150
-6
| -0.1% | -$692 | 0.27% | 92 |
|
|
2024
Q2 | $417K | Buy |
4,156
+169
| +4% | +$16.9K | 0.25% | 87 |
|
|
2024
Q1 | $386K | Sell |
3,987
-7
| -0.2% | -$677 | 0.24% | 97 |
|
|
2023
Q4 | $388K | Sell |
3,994
-204
| -5% | -$19.8K | 0.27% | 99 |
|
|
2023
Q3 | $371K | Buy |
4,198
+36
| +0.9% | +$3.18K | 0.27% | 94 |
|
|
2023
Q2 | $373K | Buy |
4,162
+1,749
| +72% | +$157K | 0.26% | 93 |
|
|
2023
Q1 | $233K | Sell |
2,413
-521
| -18% | -$50.3K | 0.17% | 140 |
|
|
2022
Q4 | $302K | Buy |
2,934
+326
| +13% | +$33.6K | 0.23% | 105 |
|
|
2022
Q3 | $243K | Buy |
2,608
+296
| +13% | +$27.6K | 0.2% | 116 |
|
|
2022
Q2 | $248K | Sell |
2,312
-4,474
| -66% | -$480K | 0.23% | 111 |
|
|
2022
Q1 | $758K | Buy |
6,786
+4,084
| +151% | +$456K | 0.17% | 123 |
|
|
2021
Q4 | $283K | Buy |
2,702
+16
| +0.6% | +$1.68K | 0.08% | 234 |
|
|
2021
Q3 | $262K | Buy |
+2,686
| New | +$262K | 0.08% | 234 |
|