Paradigm Asset Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
2,700
-11,100
| -80% | -$1.31M | 0.08% | 237 |
|
|
2025
Q1 | $1.68M | Hold |
13,800
| – | – | 0.45% | 64 |
|
|
2024
Q4 | $1.49M | Sell |
13,800
-1,100
| -7% | -$119K | 0.41% | 69 |
|
|
2024
Q3 | $1.72M | Hold |
14,900
| – | – | 0.45% | 68 |
|
|
2024
Q2 | $1.49M | Buy |
+14,900
| New | +$1.49M | 0.42% | 71 |
|
|
2016
Q4 | – | Sell |
-8,200
| Closed | -$656K | – | 599 |
|
|
2016
Q3 | $656K | Buy |
+8,200
| New | +$656K | 0.11% | 196 |
|
|
2015
Q1 | – | Sell |
-8,750
| Closed | -$731K | – | 805 |
|
|
2014
Q4 | $731K | Hold |
8,750
| – | – | 0.09% | 215 |
|
|
2014
Q3 | $654K | Sell |
8,750
-500
| -5% | -$37.4K | 0.09% | 226 |
|
|
2014
Q2 | $686K | Buy |
+9,250
| New | +$686K | 0.09% | 231 |
|