Lummis Asset 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 | $59K | Hold |
500
| – | – | 0.04% | 78 |
|
|
2025
Q1 | $61K | Hold |
500
| – | – | 0.04% | 78 |
|
|
2024
Q4 | $53.9K | Hold |
500
| – | – | 0.07% | 55 |
|
|
2024
Q3 | $57.7K | Hold |
500
| – | – | 0.07% | 58 |
|
|
2024
Q2 | $50.1K | Hold |
500
| – | – | 0.07% | 57 |
|
|
2024
Q1 | $48.4K | Hold |
500
| – | – | 0.06% | 57 |
|
|
2023
Q4 | $48.5K | Buy |
+500
| New | +$48.5K | 0.04% | 84 |
|