Means Investment Company’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 | $371K | Buy |
3,143
+47
| +2% | +$5.55K | 0.04% | 145 |
|
|
2025
Q1 | $378K | Sell |
3,096
-385
| -11% | -$47K | 0.04% | 136 |
|
|
2024
Q4 | $375K | Buy |
3,481
+18
| +0.5% | +$1.94K | 0.04% | 150 |
|
|
2024
Q3 | $399K | Sell |
3,463
-8
| -0.2% | -$922 | 0.04% | 144 |
|
|
2024
Q2 | $348K | Sell |
3,471
-321
| -8% | -$32.2K | 0.04% | 148 |
|
|
2024
Q1 | $367K | Sell |
3,792
-684
| -15% | -$66.1K | 0.05% | 142 |
|
|
2023
Q4 | $434K | Sell |
4,476
-88
| -2% | -$8.54K | 0.06% | 129 |
|
|
2023
Q3 | $403K | Sell |
4,564
-285
| -6% | -$25.2K | 0.07% | 135 |
|
|
2023
Q2 | $435K | Sell |
4,849
-43
| -0.9% | -$3.86K | 0.07% | 129 |
|
|
2023
Q1 | $472K | Sell |
4,892
-91
| -2% | -$8.78K | 0.08% | 123 |
|
|
2022
Q4 | $513K | Buy |
4,983
+339
| +7% | +$34.9K | 0.1% | 115 |
|
|
2022
Q3 | $432K | Buy |
4,644
+16
| +0.3% | +$1.49K | 0.09% | 124 |
|
|
2022
Q2 | $496K | Buy |
4,628
+17
| +0.4% | +$1.82K | 0.11% | 111 |
|
|
2022
Q1 | $515K | Buy |
4,611
+349
| +8% | +$39K | 0.09% | 117 |
|
|
2021
Q4 | $447K | Buy |
4,262
+116
| +3% | +$12.2K | 0.08% | 125 |
|
|
2021
Q3 | $405K | Sell |
4,146
-84
| -2% | -$8.21K | 0.08% | 129 |
|
|
2021
Q2 | $418K | Buy |
4,230
+106
| +3% | +$10.5K | 0.08% | 128 |
|
|
2021
Q1 | $398K | Buy |
4,124
+32
| +0.8% | +$3.09K | 0.09% | 119 |
|
|
2020
Q4 | $370K | Sell |
4,092
-38
| -0.9% | -$3.44K | 0.08% | 126 |
|
|
2020
Q3 | $386K | Buy |
4,130
+20
| +0.5% | +$1.87K | 0.11% | 103 |
|
|
2020
Q2 | $344K | Buy |
4,110
+17
| +0.4% | +$1.42K | 0.11% | 101 |
|
|
2020
Q1 | $357K | Buy |
4,093
+19
| +0.5% | +$1.66K | 0.14% | 88 |
|
|
2019
Q4 | $382K | Buy |
4,074
+17
| +0.4% | +$1.59K | 0.13% | 102 |
|
|
2019
Q3 | $380K | Buy |
4,057
+309
| +8% | +$28.9K | 0.14% | 97 |
|
|
2019
Q2 | $335K | Buy |
3,748
+14
| +0.4% | +$1.25K | 0.14% | 106 |
|
|
2019
Q1 | $336K | Buy |
3,734
+13
| +0.3% | +$1.17K | 0.15% | 107 |
|
|
2018
Q4 | $321K | Buy |
+3,721
| New | +$321K | 0.18% | 99 |
|