NorthStar Asset Management (New Jersey)’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 | $331K | Buy |
2,808
+53
| +2% | +$6.26K | 0.17% | 72 |
|
|
2025
Q1 | $336K | Buy |
2,755
+333
| +14% | +$40.6K | 0.21% | 63 |
|
|
2024
Q4 | $261K | Buy |
2,422
+14
| +0.6% | +$1.51K | 0.17% | 70 |
|
|
2024
Q3 | $278K | Sell |
2,408
-297
| -11% | -$34.2K | 0.19% | 67 |
|
|
2024
Q2 | $271K | Buy |
2,705
+18
| +0.7% | +$1.8K | 0.19% | 64 |
|
|
2024
Q1 | $260K | Buy |
2,687
+138
| +5% | +$13.3K | 0.2% | 67 |
|
|
2023
Q4 | $247K | Buy |
+2,549
| New | +$247K | 0.23% | 65 |
|