O'Rourke & Company’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 | $536K | Buy |
4,540
+12
| +0.3% | +$1.42K | 0.25% | 89 |
|
|
2025
Q1 | $552K | Buy |
4,528
+13
| +0.3% | +$1.59K | 0.27% | 78 |
|
|
2024
Q4 | $486K | Sell |
4,515
-83
| -2% | -$8.94K | 0.24% | 87 |
|
|
2024
Q3 | $530K | Buy |
4,598
+11
| +0.2% | +$1.27K | 0.27% | 80 |
|
|
2024
Q2 | $460K | Buy |
4,587
+114
| +3% | +$11.4K | 0.26% | 79 |
|
|
2024
Q1 | $433K | Buy |
4,473
+100
| +2% | +$9.68K | 0.25% | 84 |
|
|
2023
Q4 | $424K | Buy |
4,373
+13
| +0.3% | +$1.26K | 0.27% | 79 |
|
|
2023
Q3 | $385K | Buy |
4,360
+474
| +12% | +$41.9K | 0.28% | 74 |
|
|
2023
Q2 | $349K | Sell |
3,886
-264
| -6% | -$23.7K | 0.24% | 88 |
|
|
2023
Q1 | $400K | Sell |
4,150
-119
| -3% | -$11.5K | 0.3% | 75 |
|
|
2022
Q4 | $440K | Buy |
4,269
+108
| +3% | +$11.1K | 0.35% | 68 |
|
|
2022
Q3 | $387K | Buy |
4,161
+197
| +5% | +$18.3K | 0.34% | 67 |
|
|
2022
Q2 | $425K | Sell |
3,964
-329
| -8% | -$35.3K | 0.36% | 66 |
|
|
2022
Q1 | $479K | Buy |
4,293
+46
| +1% | +$5.13K | 0.33% | 69 |
|
|
2021
Q4 | $446K | Buy |
+4,247
| New | +$446K | 0.3% | 67 |
|