Oak Thistle LLC’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 |
-9,992
| Closed | -$1.22M | – | 495 |
|
|
2025
Q1 | $1.22M | Buy |
+9,992
| New | +$1.22M | 0.25% | 152 |
|
|
2023
Q2 | – | Sell |
-8,127
| Closed | -$784K | – | 408 |
|
|
2023
Q1 | $784K | Buy |
+8,127
| New | +$784K | 0.46% | 33 |
|
|
2022
Q3 | – | Sell |
-2,109
| Closed | -$226K | – | 143 |
|
|
2022
Q2 | $226K | Sell |
2,109
-3,641
| -63% | -$390K | 0.44% | 132 |
|
|
2022
Q1 | $642K | Buy |
5,750
+3,527
| +159% | +$394K | 0.34% | 107 |
|
|
2021
Q4 | $233K | Buy |
+2,223
| New | +$233K | 0.18% | 261 |
|