Nilsine Partners’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 | $678K | Buy |
5,748
+117
| +2% | +$13.8K | 0.07% | 230 |
|
|
2025
Q1 | $687K | Sell |
5,631
-49
| -0.9% | -$5.98K | 0.08% | 215 |
|
|
2024
Q4 | $612K | Sell |
5,680
-685
| -11% | -$73.8K | 0.07% | 222 |
|
|
2024
Q3 | $734K | Sell |
6,365
-390
| -6% | -$45K | 0.1% | 196 |
|
|
2024
Q2 | $677K | Sell |
6,755
-55
| -0.8% | -$5.51K | 0.09% | 205 |
|
|
2024
Q1 | $659K | Buy |
6,810
+255
| +4% | +$24.7K | 0.09% | 204 |
|
|
2023
Q4 | $636K | Sell |
6,555
-2,617
| -29% | -$254K | 0.1% | 204 |
|
|
2023
Q3 | $810K | Buy |
9,172
+9
| +0.1% | +$794 | 0.12% | 182 |
|
|
2023
Q2 | $822K | Sell |
9,163
-133
| -1% | -$11.9K | 0.12% | 181 |
|
|
2023
Q1 | $897K | Buy |
+9,296
| New | +$897K | 0.14% | 173 |
|