NBW 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
Q2 | $231K | Buy |
1,955
+153
| +8% | +$18.1K | 0.05% | 92 |
|
|
2025
Q1 | $220K | Buy |
+1,802
| New | +$220K | 0.05% | 89 |
|
|
2024
Q4 | – | Sell |
-2,072
| Closed | -$239K | – | 93 |
|
|
2024
Q3 | $239K | Sell |
2,072
-35
| -2% | -$4.04K | 0.05% | 95 |
|
|
2024
Q2 | $211K | Sell |
2,107
-335
| -14% | -$33.6K | 0.04% | 95 |
|
|
2024
Q1 | $236K | Buy |
2,442
+263
| +12% | +$25.4K | 0.05% | 102 |
|
|
2023
Q4 | $211K | Sell |
2,179
-479
| -18% | -$46.5K | 0.05% | 103 |
|
|
2023
Q3 | $235K | Sell |
2,658
-33
| -1% | -$2.91K | 0.06% | 91 |
|
|
2023
Q2 | $241K | Buy |
2,691
+414
| +18% | +$37.2K | 0.06% | 100 |
|
|
2023
Q1 | $220K | Buy |
2,277
+245
| +12% | +$23.6K | 0.05% | 103 |
|
|
2022
Q4 | $209K | Buy |
+2,032
| New | +$209K | 0.05% | 97 |
|