Orion Capital Management’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 | $39.3K | Hold |
333
| – | – | 0.01% | 262 |
|
|
2025
Q1 | $40.6K | Hold |
333
| – | – | 0.02% | 255 |
|
|
2024
Q4 | $35.9K | Buy |
+333
| New | +$35.9K | 0.02% | 263 |
|
|
2024
Q3 | – | Sell |
-159
| Closed | -$15.9K | – | 229 |
|
|
2024
Q2 | $15.9K | Hold |
159
| – | – | 0.01% | 319 |
|
|
2024
Q1 | $15.4K | Hold |
159
| – | – | 0.01% | 344 |
|
|
2023
Q4 | $15.4K | Hold |
159
| – | – | 0.01% | 349 |
|
|
2023
Q3 | $14K | Buy |
+159
| New | +$14K | 0.01% | 352 |
|
|
2023
Q2 | – | Sell |
-150
| Closed | -$14.5K | – | 219 |
|
|
2023
Q1 | $14.5K | Hold |
150
| – | – | 0.01% | 346 |
|
|
2022
Q4 | $15.4K | Hold |
150
| – | – | 0.01% | 282 |
|
|
2022
Q3 | $14K | Hold |
150
| – | – | 0.01% | 284 |
|
|
2022
Q2 | $16K | Hold |
150
| – | – | 0.01% | 280 |
|
|
2022
Q1 | $17K | Hold |
150
| – | – | 0.01% | 281 |
|
|
2021
Q4 | $16K | Hold |
150
| – | – | 0.01% | 274 |
|
|
2021
Q3 | $15K | Hold |
150
| – | – | 0.01% | 264 |
|
|
2021
Q2 | $15K | Hold |
150
| – | – | 0.01% | 246 |
|
|
2021
Q1 | $14K | Hold |
150
| – | – | 0.01% | 234 |
|
|
2020
Q4 | $14K | Buy |
+150
| New | +$14K | 0.01% | 227 |
|