NovaPoint Capital’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 | – | Sell |
-8,778
| Closed | -$1.07M | – | 93 |
|
|
2025
Q1 | $1.07M | Sell |
8,778
-15
| -0.2% | -$1.83K | 0.33% | 67 |
|
|
2024
Q4 | $947K | Buy |
8,793
+252
| +3% | +$27.2K | 0.29% | 70 |
|
|
2024
Q3 | $985K | Buy |
8,541
+630
| +8% | +$72.6K | 0.31% | 70 |
|
|
2024
Q2 | $793K | Buy |
7,911
+533
| +7% | +$53.4K | 0.27% | 75 |
|
|
2024
Q1 | $713K | Sell |
7,378
-1,306
| -15% | -$126K | 0.25% | 75 |
|
|
2023
Q4 | $843K | Sell |
8,684
-2,453
| -22% | -$238K | 0.31% | 69 |
|
|
2023
Q3 | $983K | Buy |
11,137
+1,587
| +17% | +$140K | 0.39% | 63 |
|
|
2023
Q2 | $857K | Buy |
9,550
+373
| +4% | +$33.5K | 0.32% | 74 |
|
|
2023
Q1 | $885K | Buy |
9,177
+2,142
| +30% | +$207K | 0.36% | 73 |
|
|
2022
Q4 | $725K | Buy |
7,035
+206
| +3% | +$21.2K | 0.32% | 71 |
|
|
2022
Q3 | $635K | Buy |
6,829
+614
| +10% | +$57.1K | 0.29% | 76 |
|
|
2022
Q2 | $666K | Buy |
6,215
+3,357
| +117% | +$360K | 0.29% | 74 |
|
|
2022
Q1 | $319K | Buy |
2,858
+166
| +6% | +$18.5K | 0.12% | 103 |
|
|
2021
Q4 | $282K | Buy |
2,692
+357
| +15% | +$37.4K | 0.1% | 110 |
|
|
2021
Q3 | $228K | Buy |
+2,335
| New | +$228K | 0.09% | 119 |
|