Lombard Odier Asset Management (Switzerland)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,611
| Closed | -$253K | – | 249 |
|
|
2024
Q1 | $253K | Buy |
+2,611
| New | +$253K | 0.02% | 335 |
|
|
2015
Q3 | – | Sell |
-8,508
| Closed | -$601K | – | 306 |
|
|
2015
Q2 | $601K | Sell |
8,508
-5,202
| -38% | -$367K | 0.05% | 271 |
|
|
2015
Q1 | $1.06M | Buy |
13,710
+9,637
| +237% | +$745K | 0.12% | 133 |
|
|
2014
Q4 | $342K | Sell |
4,073
-57,881
| -93% | -$4.86M | 0.04% | 297 |
|
|
2014
Q3 | $4.65M | Buy |
61,954
+51,414
| +488% | +$3.86M | 0.12% | 185 |
|
|
2014
Q2 | $778K | Buy |
+10,540
| New | +$778K | 0.09% | 147 |
|