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