Prelude Capital 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 | – | Sell |
-2,125
| Closed | -$259K | – | 1070 |
|
|
2025
Q1 | $259K | Buy |
2,125
+268
| +14% | +$32.7K | 0.02% | 691 |
|
|
2024
Q4 | $200K | Buy |
+1,857
| New | +$200K | 0.01% | 869 |
|
|
2022
Q1 | – | Sell |
-13,953
| Closed | -$1.46M | – | 1607 |
|
|
2021
Q4 | $1.46M | Buy |
+13,953
| New | +$1.46M | 0.04% | 325 |
|
|
2021
Q3 | – | Sell |
-6,599
| Closed | -$651K | – | 1458 |
|
|
2021
Q2 | $651K | Buy |
6,599
+2,468
| +60% | +$243K | 0.02% | 642 |
|
|
2021
Q1 | $399K | Buy |
+4,131
| New | +$399K | 0.01% | 676 |
|
|
2020
Q4 | – | Sell |
-1,573
| Closed | -$139K | – | 971 |
|
|
2020
Q3 | $139K | Buy |
+1,573
| New | +$139K | 0.01% | 593 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1074 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1486 |
|
|
2018
Q3 | – | Sell |
-11,186
| Closed | -$885K | – | 1420 |
|
|
2018
Q2 | $885K | Buy |
11,186
+1,484
| +15% | +$117K | 0.06% | 270 |
|
|
2018
Q1 | $752K | Buy |
+9,702
| New | +$752K | 0.05% | 295 |
|
|
2015
Q2 | – | Sell |
-3,180
| Closed | -$244K | – | 1673 |
|
|
2015
Q1 | $244K | Buy |
3,180
+2,145
| +207% | +$165K | 0.03% | 557 |
|
|
2014
Q4 | $86K | Buy |
+1,035
| New | +$86K | 0.01% | 990 |
|
|
2014
Q3 | – | Sell |
-2,791
| Closed | -$207K | – | 1791 |
|
|
2014
Q2 | $207K | Buy |
+2,791
| New | +$207K | 0.03% | 641 |
|
|
2014
Q1 | – | Sell |
-23,558
| Closed | -$1.63M | – | 1724 |
|
|
2013
Q4 | $1.63M | Buy |
+23,558
| New | +$1.63M | 0.27% | 60 |
|