LCM 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 | $302K | Buy |
2,558
+42
| +2% | +$4.96K | 0.16% | 79 |
|
|
2025
Q1 | $307K | Hold |
2,516
| – | – | 0.18% | 74 |
|
|
2024
Q4 | $271K | Hold |
2,516
| – | – | 0.15% | 81 |
|
|
2024
Q3 | $290K | Sell |
2,516
-68
| -3% | -$7.84K | 0.17% | 72 |
|
|
2024
Q2 | $259K | Buy |
2,584
+332
| +15% | +$33.3K | 0.16% | 72 |
|
|
2024
Q1 | $218K | Buy |
2,252
+36
| +2% | +$3.48K | 0.14% | 86 |
|
|
2023
Q4 | $215K | Buy |
+2,216
| New | +$215K | 0.16% | 82 |
|
|
2023
Q3 | – | Sell |
-2,264
| Closed | -$203K | – | 88 |
|
|
2023
Q2 | $203K | Sell |
2,264
-42
| -2% | -$3.77K | 0.17% | 82 |
|
|
2023
Q1 | $222K | Buy |
2,306
+1
| +0% | +$96 | 0.19% | 79 |
|
|
2022
Q4 | $237K | Hold |
2,305
| – | – | 0.23% | 69 |
|
|
2022
Q3 | $214K | Hold |
2,305
| – | – | 0.23% | 69 |
|
|
2022
Q2 | $247K | Buy |
2,305
+50
| +2% | +$5.36K | 0.24% | 64 |
|
|
2022
Q1 | $252K | Buy |
2,255
+29
| +1% | +$3.24K | 0.2% | 75 |
|
|
2021
Q4 | $234K | Buy |
+2,226
| New | +$234K | 0.18% | 81 |
|