Newman Dignan & Sheerar Inc’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 | $206K | Buy |
+1,744
| New | +$206K | 0.05% | 180 |
|
|
2023
Q4 | – | Sell |
-2,931
| Closed | -$259K | – | 180 |
|
|
2023
Q3 | $259K | Hold |
2,931
| – | – | 0.08% | 143 |
|
|
2023
Q2 | $263K | Hold |
2,931
| – | – | 0.08% | 153 |
|
|
2023
Q1 | $283K | Hold |
2,931
| – | – | 0.09% | 152 |
|
|
2022
Q4 | $302K | Hold |
2,931
| – | – | 0.1% | 147 |
|
|
2022
Q3 | $273 | Buy |
2,931
+93
| +3% | +$9 | 0.04% | 146 |
|
|
2022
Q2 | $304K | Hold |
2,838
| – | – | 0.1% | 148 |
|
|
2022
Q1 | $317 | Sell |
2,838
-317
| -10% | -$35 | 0.06% | 143 |
|
|
2021
Q4 | $331K | Hold |
3,155
| – | – | 0.1% | 149 |
|
|
2021
Q3 | $308K | Buy |
+3,155
| New | +$308K | 0.09% | 150 |
|