Plato Investment Management’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 | $227K | Hold |
1,935
| – | – | 0.02% | 396 |
|
|
2025
Q1 | $239K | Hold |
1,935
| – | – | 0.02% | 382 |
|
|
2024
Q4 | $209K | Sell |
1,935
-1,530
| -44% | -$165K | 0.02% | 406 |
|
|
2024
Q3 | $399K | Buy |
3,465
+397
| +13% | +$45.7K | 0.03% | 330 |
|
|
2024
Q2 | $308K | Hold |
3,068
| – | – | 0.03% | 302 |
|
|
2024
Q1 | $297K | Hold |
3,068
| – | – | 0.03% | 297 |
|
|
2023
Q4 | $298K | Buy |
+3,068
| New | +$298K | 0.37% | 72 |
|