Navellier & Associates’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,166
| Closed | -$498K | – | 269 |
|
|
2023
Q1 | $498K | Buy |
5,166
+131
| +3% | +$12.6K | 0.1% | 178 |
|
|
2022
Q4 | $519K | Buy |
5,035
+455
| +10% | +$46.9K | 0.11% | 161 |
|
|
2022
Q3 | $426K | Sell |
4,580
-77
| -2% | -$7.16K | 0.09% | 181 |
|
|
2022
Q2 | $499K | Buy |
4,657
+103
| +2% | +$11K | 0.11% | 178 |
|
|
2022
Q1 | $508K | Buy |
4,554
+297
| +7% | +$33.1K | 0.09% | 190 |
|
|
2021
Q4 | $447K | Sell |
4,257
-65
| -2% | -$6.83K | 0.07% | 221 |
|
|
2021
Q3 | $422K | Buy |
4,322
+68
| +2% | +$6.64K | 0.06% | 217 |
|
|
2021
Q2 | $420K | Sell |
4,254
-191
| -4% | -$18.9K | 0.06% | 210 |
|
|
2021
Q1 | $429K | Sell |
4,445
-595
| -12% | -$57.4K | 0.08% | 190 |
|
|
2020
Q4 | $461K | Sell |
5,040
-462
| -8% | -$42.3K | 0.08% | 177 |
|
|
2020
Q3 | $487K | Sell |
5,502
-971
| -15% | -$85.9K | 0.11% | 141 |
|
|
2020
Q2 | $517K | Buy |
+6,473
| New | +$517K | 0.12% | 130 |
|