Machina Capital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,854
| Closed | -$954K | – | 309 |
|
|
2024
Q4 | $954K | Sell |
8,854
-2,314
| -21% | -$249K | 0.4% | 96 |
|
|
2024
Q3 | $1.29M | Buy |
+11,168
| New | +$1.29M | 0.51% | 65 |
|
|
2023
Q3 | – | Sell |
-9,176
| Closed | -$823K | – | 291 |
|
|
2023
Q2 | $823K | Sell |
9,176
-3,624
| -28% | -$325K | 0.47% | 80 |
|
|
2023
Q1 | $1.23M | Buy |
+12,800
| New | +$1.23M | 1.08% | 6 |
|
|
2022
Q2 | – | Sell |
-2,032
| Closed | -$227K | – | 139 |
|
|
2022
Q1 | $227K | Sell |
2,032
-1,068
| -34% | -$119K | 0.5% | 99 |
|
|
2021
Q4 | $325K | Buy |
+3,100
| New | +$325K | 0.78% | 58 |
|
|
2019
Q2 | – | Sell |
-19,428
| Closed | -$1.75M | – | 523 |
|
|
2019
Q1 | $1.75M | Buy |
+19,428
| New | +$1.75M | 0.69% | 34 |
|