OMC Financial 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 | $399K | Buy |
3,381
+3
| +0.1% | +$354 | 0.16% | 58 |
|
|
2025
Q1 | $412K | Buy |
3,378
+4
| +0.1% | +$488 | 0.18% | 55 |
|
|
2024
Q4 | $364K | Buy |
3,374
+7
| +0.2% | +$755 | 0.15% | 56 |
|
|
2024
Q3 | $337K | Hold |
3,367
| – | – | 0.16% | 56 |
|
|
2024
Q2 | $337K | Buy |
3,367
+4
| +0.1% | +$400 | 0.16% | 56 |
|
|
2024
Q1 | $325K | Buy |
+3,363
| New | +$325K | 0.17% | 55 |
|