Liberty 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 | $248K | Buy |
2,105
+114
| +6% | +$13.5K | 0.05% | 153 |
|
|
2025
Q1 | $243K | Buy |
+1,991
| New | +$243K | 0.05% | 149 |
|
|
2024
Q4 | – | Sell |
-1,850
| Closed | -$213K | – | 160 |
|
|
2024
Q3 | $213K | Sell |
1,850
-190
| -9% | -$21.9K | 0.05% | 153 |
|
|
2024
Q2 | $204K | Buy |
+2,040
| New | +$204K | 0.05% | 153 |
|
|
2023
Q1 | – | Sell |
-2,050
| Closed | -$211K | – | 137 |
|
|
2022
Q4 | $211K | Buy |
+2,050
| New | +$211K | 0.07% | 133 |
|
|
2022
Q3 | – | Sell |
-2,050
| Closed | -$220K | – | 131 |
|
|
2022
Q2 | $220K | Hold |
2,050
| – | – | 0.08% | 122 |
|
|
2022
Q1 | $229K | Hold |
2,050
| – | – | 0.07% | 128 |
|
|
2021
Q4 | $215K | Hold |
2,050
| – | – | 0.06% | 131 |
|
|
2021
Q3 | $200K | Hold |
2,050
| – | – | 0.06% | 124 |
|
|
2021
Q2 | $202K | Sell |
2,050
-187
| -8% | -$18.4K | 0.06% | 124 |
|
|
2021
Q1 | $216K | Hold |
2,237
| – | – | 0.07% | 120 |
|
|
2020
Q4 | $205K | Buy |
+2,237
| New | +$205K | 0.07% | 119 |
|
|
2018
Q1 | – | Sell |
-2,050
| Closed | -$162K | – | 134 |
|
|
2017
Q4 | $162K | Buy |
2,050
+100
| +5% | +$7.9K | 0.09% | 127 |
|
|
2017
Q3 | $171K | Hold |
1,950
| – | – | 0.09% | 127 |
|
|
2017
Q2 | $162K | Hold |
1,950
| – | – | 0.1% | 120 |
|
|
2017
Q1 | $160K | Buy |
1,950
+450
| +30% | +$36.9K | 0.1% | 118 |
|
|
2016
Q4 | $116K | Buy |
1,500
+500
| +50% | +$38.7K | 0.08% | 122 |
|
|
2016
Q3 | $77K | Sell |
1,000
-1,356
| -58% | -$104K | 0.05% | 136 |
|
|
2016
Q2 | $202K | Buy |
+2,356
| New | +$202K | 0.14% | 106 |
|