Oak Harvest Investment Services’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 | $12.2M | Buy |
103,358
+42,731
| +70% | +$5.04M | 1.53% | 16 |
|
|
2025
Q1 | $7.39M | Buy |
60,627
+281
| +0.5% | +$34.3K | 1.03% | 33 |
|
|
2024
Q4 | $6.5M | Sell |
60,346
-53,989
| -47% | -$5.82M | 0.91% | 41 |
|
|
2024
Q3 | $13.2M | Buy |
114,335
+22,798
| +25% | +$2.63M | 1.89% | 9 |
|
|
2024
Q2 | $9.17M | Buy |
91,537
+2,725
| +3% | +$273K | 1.42% | 23 |
|
|
2024
Q1 | $8.59M | Buy |
88,812
+17,995
| +25% | +$1.74M | 1.4% | 24 |
|
|
2023
Q4 | $6.87M | Buy |
70,817
+2,042
| +3% | +$198K | 1.37% | 27 |
|
|
2023
Q3 | $6.07M | Buy |
68,775
+6,616
| +11% | +$584K | 1.28% | 32 |
|
|
2023
Q2 | $5.58M | Buy |
62,159
+11,194
| +22% | +$1M | 1.25% | 32 |
|
|
2023
Q1 | $4.92M | Buy |
+50,965
| New | +$4.92M | 1.13% | 34 |
|
|
2022
Q3 | – | Sell |
-1,887
| Closed | -$202K | – | 98 |
|
|
2022
Q2 | $202K | Buy |
1,887
+29
| +2% | +$3.1K | 0.05% | 83 |
|
|
2022
Q1 | $207K | Sell |
1,858
-583
| -24% | -$65K | 0.05% | 80 |
|
|
2021
Q4 | $256K | Sell |
2,441
-190
| -7% | -$19.9K | 0.06% | 80 |
|
|
2021
Q3 | $257K | Buy |
2,631
+159
| +6% | +$15.5K | 0.07% | 75 |
|
|
2021
Q2 | $244K | Buy |
+2,472
| New | +$244K | 0.08% | 76 |
|
|
2021
Q1 | – | Sell |
-2,782
| Closed | -$255K | – | 74 |
|
|
2020
Q4 | $255K | Buy |
+2,782
| New | +$255K | 0.11% | 64 |
|