Princeton Alpha Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-17,244
| Closed | -$1.23M | – | 772 |
|
|
2015
Q4 | $1.23M | Buy |
17,244
+3,497
| +25% | +$250K | 0.21% | 139 |
|
|
2015
Q3 | $989K | Buy |
+13,747
| New | +$989K | 0.2% | 136 |
|
|
2015
Q1 | – | Sell |
-5,410
| Closed | -$452K | – | 741 |
|
|
2014
Q4 | $452K | Buy |
+5,410
| New | +$452K | 0.13% | 259 |
|
|
2014
Q2 | – | Sell |
-24,992
| Closed | -$1.78M | – | 718 |
|
|
2014
Q1 | $1.78M | Buy |
24,992
+16,407
| +191% | +$1.17M | 0.55% | 19 |
|
|
2013
Q4 | $592K | Buy |
+8,585
| New | +$592K | 0.43% | 36 |
|