Lazari Capital Management’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 | $299K | Sell |
2,533
-12
| -0.5% | -$1.42K | 0.11% | 106 |
|
|
2025
Q1 | $310K | Buy |
2,545
+15
| +0.6% | +$1.83K | 0.13% | 99 |
|
|
2024
Q4 | $273K | Buy |
2,530
+110
| +5% | +$11.9K | 0.11% | 107 |
|
|
2024
Q3 | $279K | Buy |
2,420
+32
| +1% | +$3.69K | 0.12% | 112 |
|
|
2024
Q2 | $239K | Buy |
2,388
+72
| +3% | +$7.22K | 0.11% | 112 |
|
|
2024
Q1 | $224K | Buy |
2,316
+23
| +1% | +$2.23K | 0.12% | 97 |
|
|
2023
Q4 | $223K | Buy |
2,293
+21
| +0.9% | +$2.04K | 0.13% | 99 |
|
|
2023
Q3 | $201K | Buy |
2,272
+22
| +1% | +$1.94K | 0.12% | 102 |
|
|
2023
Q2 | $202K | Buy |
+2,250
| New | +$202K | 0.11% | 110 |
|