Platform Technology Partners’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 | $2.14M | Buy |
18,120
+837
| +5% | +$98.8K | 0.56% | 45 |
|
|
2025
Q1 | $2.11M | Buy |
17,283
+467
| +3% | +$57K | 0.61% | 43 |
|
|
2024
Q4 | $1.81M | Buy |
16,816
+265
| +2% | +$28.6K | 0.55% | 49 |
|
|
2024
Q3 | $1.91M | Buy |
16,551
+140
| +0.9% | +$16.1K | 0.6% | 46 |
|
|
2024
Q2 | $1.64M | Buy |
+16,411
| New | +$1.64M | 0.57% | 51 |
|
|
2023
Q4 | $1.28M | Buy |
13,845
+2,469
| +22% | +$229K | 0.5% | 60 |
|
|
2023
Q3 | $1M | Buy |
11,376
+7,523
| +195% | +$664K | 0.47% | 66 |
|
|
2023
Q2 | $350K | Sell |
3,853
-10
| -0.3% | -$909 | 0.16% | 134 |
|
|
2023
Q1 | $373K | Buy |
3,863
+3
| +0.1% | +$289 | 0.18% | 125 |
|
|
2022
Q4 | $398K | Buy |
3,860
+433
| +13% | +$44.6K | 0.21% | 117 |
|
|
2022
Q3 | $319K | Buy |
3,427
+293
| +9% | +$27.3K | 0.18% | 126 |
|
|
2022
Q2 | $336K | Buy |
3,134
+524
| +20% | +$56.2K | 0.18% | 124 |
|
|
2022
Q1 | $291K | Buy |
2,610
+152
| +6% | +$16.9K | 0.14% | 146 |
|
|
2021
Q4 | $258K | Buy |
2,458
+148
| +6% | +$15.5K | 0.11% | 168 |
|
|
2021
Q3 | $225K | Sell |
2,310
-3,039
| -57% | -$296K | 0.1% | 189 |
|
|
2021
Q2 | $528K | Buy |
+5,349
| New | +$528K | 0.22% | 122 |
|
|
2020
Q4 | $742K | Sell |
8,104
-1,049
| -11% | -$96K | 0.36% | 76 |
|
|
2020
Q3 | $811K | Buy |
9,153
+751
| +9% | +$66.5K | 0.5% | 52 |
|
|
2020
Q2 | $671K | Buy |
8,402
+3,053
| +57% | +$244K | 0.47% | 54 |
|
|
2020
Q1 | $433K | Buy |
+5,349
| New | +$433K | 0.39% | 71 |
|