POM Investment Strategies’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 | – | Sell |
-1,037
| Closed | -$126K | – | 170 |
|
|
2025
Q1 | $126K | Buy |
1,037
+907
| +698% | +$111K | 0.15% | 34 |
|
|
2024
Q4 | $14K | Buy |
130
+45
| +53% | +$4.85K | 0.01% | 136 |
|
|
2024
Q3 | $9.83K | Buy |
85
+1
| +1% | +$116 | 0.01% | 135 |
|
|
2024
Q2 | $8.47K | Hold |
84
| – | – | 0.01% | 191 |
|
|
2024
Q1 | $8.09K | Buy |
84
+1
| +1% | +$96 | 0.01% | 124 |
|
|
2023
Q4 | $8.03K | Buy |
+83
| New | +$8.03K | 0.01% | 118 |
|