O'Keefe Stevens Advisory’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 | $1.14M | Buy |
9,670
+1,598
| +20% | +$189K | 0.32% | 34 |
|
|
2025
Q1 | $985K | Buy |
8,072
+1,573
| +24% | +$192K | 0.32% | 32 |
|
|
2024
Q4 | $700K | Buy |
6,499
+1,905
| +41% | +$205K | 0.22% | 37 |
|
|
2024
Q3 | $530K | Buy |
4,594
+1,343
| +41% | +$155K | 0.16% | 42 |
|
|
2024
Q2 | $326K | Buy |
3,251
+611
| +23% | +$61.2K | 0.11% | 47 |
|
|
2024
Q1 | $255K | Buy |
+2,640
| New | +$255K | 0.08% | 48 |
|