LRI Investments’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 | $74.9K | Hold |
635
| – | – | 0.01% | 485 |
|
|
2025
Q1 | $77.5K | Hold |
635
| – | – | 0.01% | 460 |
|
|
2024
Q4 | $68.4K | Hold |
635
| – | – | 0.01% | 480 |
|
|
2024
Q3 | $70.3K | Hold |
635
| – | – | 0.01% | 471 |
|
|
2024
Q2 | $63.6K | Hold |
635
| – | – | 0.01% | 455 |
|
|
2024
Q1 | $61.4K | Buy |
+635
| New | +$61.4K | 0.02% | 251 |
|