NCM Capital Management’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 | $452K | Hold |
3,831
| – | – | 0.19% | 118 |
|
|
2025
Q1 | $467K | Sell |
3,831
-198
| -5% | -$24.1K | 0.21% | 110 |
|
|
2024
Q4 | $434K | Hold |
4,029
| – | – | 0.2% | 115 |
|
|
2024
Q3 | $465K | Hold |
4,029
| – | – | 0.22% | 103 |
|
|
2024
Q2 | $404K | Hold |
4,029
| – | – | 0.21% | 112 |
|
|
2024
Q1 | $390K | Buy |
4,029
+236
| +6% | +$22.8K | 0.22% | 108 |
|
|
2023
Q4 | $368K | Sell |
3,793
-100
| -3% | -$9.7K | 0.22% | 107 |
|
|
2023
Q3 | $344K | Hold |
3,893
| – | – | 0.24% | 104 |
|
|
2023
Q2 | $349K | Buy |
3,893
+5
| +0.1% | +$449 | 0.24% | 108 |
|
|
2023
Q1 | $375K | Buy |
3,888
+4
| +0.1% | +$386 | 0.28% | 97 |
|
|
2022
Q4 | $400K | Buy |
3,884
+4
| +0.1% | +$412 | 0.26% | 108 |
|
|
2022
Q3 | $361K | Buy |
3,880
+4
| +0.1% | +$372 | 0.27% | 117 |
|
|
2022
Q2 | $416K | Buy |
3,876
+3
| +0.1% | +$322 | 0.29% | 110 |
|
|
2022
Q1 | $432K | Buy |
3,873
+13
| +0.3% | +$1.45K | 0.27% | 119 |
|
|
2021
Q4 | $405K | Buy |
+3,860
| New | +$405K | 0.36% | 92 |
|