ORG Partners’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 | $80.2K | Buy |
675
+38
| +6% | +$4.52K | 0.02% | 465 |
|
2025
Q1 | $77.1K | Sell |
637
-597
| -48% | -$72.3K | 0.02% | 424 |
|
2024
Q4 | $133K | Buy |
1,234
+334
| +37% | +$36.1K | 0.02% | 379 |
|
2024
Q3 | $104K | Sell |
900
-94
| -9% | -$10.9K | 0.02% | 375 |
|
2024
Q2 | $99K | Buy |
994
+765
| +334% | +$76.2K | 0.01% | 602 |
|
2024
Q1 | $22K | Sell |
229
-1,071
| -82% | -$103K | 0.04% | 211 |
|
2023
Q4 | $126K | Buy |
1,300
+324
| +33% | +$31.5K | 0.02% | 364 |
|
2023
Q3 | $86.3K | Sell |
976
-5,281
| -84% | -$467K | 0.03% | 430 |
|
2023
Q2 | $564K | Buy |
+6,257
| New | +$564K | 0.09% | 196 |
|