Partners Capital Investment Group’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,456
Closed -$238K 175
2023
Q4
$238K Sell
2,456
-171
-7% -$16.6K 0.01% 248
2023
Q3
$232K Buy
+2,627
New +$232K 0.01% 219