Northwest & Ethical Investments’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,868	Closed	-$792K	–	497
2024 Q3	$792K	Sell	6,868 -256	-4%	-$29.5K	0.02%	322
2024 Q2	$714K	Buy	7,124 +560	+9%	+$56.1K	0.02%	321
2024 Q1	$635K	Buy	6,564 +3,345	+104%	+$323K	0.02%	333
2023 Q4	$312K	Buy	+3,219	New	+$312K	0.01%	334