NEOS Investment 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 | $8.42M | Buy |
71,343
+14,264
| +25% | +$1.68M | 0.1% | 167 |
|
|
2025
Q1 | $6.96M | Buy |
57,079
+10,395
| +22% | +$1.27M | 0.13% | 157 |
|
|
2024
Q4 | $5.03M | Buy |
46,684
+11,200
| +32% | +$1.21M | 0.12% | 157 |
|
|
2024
Q3 | $4.09M | Buy |
35,484
+7,308
| +26% | +$843K | 0.12% | 155 |
|
|
2024
Q2 | $2.82M | Buy |
28,176
+8,964
| +47% | +$898K | 0.12% | 161 |
|
|
2024
Q1 | $1.86M | Buy |
19,212
+8,274
| +76% | +$800K | 0.12% | 168 |
|
|
2023
Q4 | $1.06M | Buy |
10,938
+3,472
| +47% | +$337K | 0.1% | 181 |
|
|
2023
Q3 | $659K | Buy |
+7,466
| New | +$659K | 0.08% | 186 |
|