Main Street Research’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-33,930
| Closed | -$2.4M | – | 125 |
|
|
2015
Q2 | $2.4M | Sell |
33,930
-345
| -1% | -$24.4K | 0.49% | 66 |
|
|
2015
Q1 | $2.63M | Sell |
34,275
-34,191
| -50% | -$2.63M | 0.57% | 61 |
|
|
2014
Q4 | $5.72M | Buy |
+68,466
| New | +$5.72M | 1.22% | 38 |
|
|
2014
Q1 | – | Sell |
-3,005
| Closed | -$207K | – | 140 |
|
|
2013
Q4 | $207K | Buy |
3,005
+9
| +0.3% | +$620 | 0.05% | 143 |
|
|
2013
Q3 | $200K | Sell |
2,996
-91
| -3% | -$6.08K | 0.05% | 137 |
|
|
2013
Q2 | $208K | Buy |
+3,087
| New | +$208K | 0.06% | 134 |
|