Pallas Capital Advisors’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 | $305K | Sell |
2,589
-1,424
| -35% | -$168K | 0.01% | 645 |
|
|
2025
Q1 | $489K | Buy |
4,013
+557
| +16% | +$67.9K | 0.02% | 470 |
|
|
2024
Q4 | $372K | Buy |
3,456
+95
| +3% | +$10.2K | 0.02% | 434 |
|
|
2024
Q3 | $400K | Sell |
3,361
-87
| -3% | -$10.4K | 0.02% | 403 |
|
|
2024
Q2 | $369K | Buy |
3,448
+646
| +23% | +$69.1K | 0.02% | 372 |
|
|
2024
Q1 | $271K | Buy |
2,802
+351
| +14% | +$33.9K | 0.01% | 369 |
|
|
2023
Q4 | $238K | Sell |
2,451
-16
| -0.6% | -$1.55K | 0.01% | 337 |
|
|
2023
Q3 | $217K | Buy |
+2,467
| New | +$217K | 0.01% | 328 |
|