Princeton 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 | $543K | Buy |
4,599
+1
| +0% | +$118 | 0.16% | 60 |
|
|
2025
Q1 | $561K | Hold |
4,598
| – | – | 0.2% | 60 |
|
|
2024
Q4 | $495K | Buy |
4,598
+335
| +8% | +$36.1K | 0.15% | 58 |
|
|
2024
Q3 | $491K | Hold |
4,263
| – | – | 0.15% | 56 |
|
|
2024
Q2 | $427K | Sell |
4,263
-670
| -14% | -$67.1K | 0.14% | 62 |
|
|
2024
Q1 | $477K | Sell |
4,933
-565
| -10% | -$54.6K | 0.17% | 62 |
|
|
2023
Q4 | $533K | Sell |
5,498
-114
| -2% | -$11.1K | 0.22% | 58 |
|
|
2023
Q3 | $495K | Buy |
5,612
+201
| +4% | +$17.7K | 0.23% | 61 |
|
|
2023
Q2 | $486K | Buy |
5,411
+1
| +0% | +$90 | 0.2% | 62 |
|
|
2023
Q1 | $522K | Sell |
5,410
-959
| -15% | -$92.5K | 0.22% | 62 |
|
|
2022
Q4 | $656K | Buy |
6,369
+280
| +5% | +$28.8K | 0.29% | 62 |
|
|
2022
Q3 | $566K | Buy |
6,089
+1
| +0% | +$93 | 0.25% | 61 |
|
|
2022
Q2 | $653K | Buy |
6,088
+1
| +0% | +$107 | 0.25% | 64 |
|
|
2022
Q1 | $680K | Buy |
6,087
+1
| +0% | +$112 | 0.21% | 68 |
|
|
2021
Q4 | $638K | Buy |
6,086
+246
| +4% | +$25.8K | 0.18% | 72 |
|
|
2021
Q3 | $570K | Hold |
5,840
| – | – | 0.18% | 70 |
|
|
2021
Q2 | $576K | Sell |
5,840
-54
| -0.9% | -$5.33K | 0.18% | 70 |
|
|
2021
Q1 | $569K | Sell |
5,894
-133
| -2% | -$12.8K | 0.19% | 63 |
|
|
2020
Q4 | $552K | Buy |
6,027
+1
| +0% | +$92 | 0.2% | 63 |
|
|
2020
Q3 | $534K | Sell |
6,026
-1,119
| -16% | -$99.2K | 0.21% | 60 |
|
|
2020
Q2 | $571K | Hold |
7,145
| – | – | 0.25% | 56 |
|
|
2020
Q1 | $572K | Sell |
7,145
-793
| -10% | -$63.5K | 0.3% | 53 |
|
|
2019
Q4 | $764K | Sell |
7,938
-100
| -1% | -$9.63K | 0.34% | 50 |
|
|
2019
Q3 | $771K | Hold |
8,038
| – | – | 0.37% | 50 |
|
|
2019
Q2 | $709K | Hold |
8,038
| – | – | 0.35% | 49 |
|
|
2019
Q1 | $723K | Sell |
8,038
-160
| -2% | -$14.4K | 0.36% | 48 |
|
|
2018
Q4 | $707K | Sell |
8,198
-163
| -2% | -$14.1K | 0.41% | 46 |
|
|
2018
Q3 | $669K | Sell |
8,361
-570
| -6% | -$45.6K | 0.28% | 56 |
|
|
2018
Q2 | $706K | Hold |
8,931
| – | – | 0.31% | 52 |
|
|
2018
Q1 | $692K | Buy |
8,931
+175
| +2% | +$13.6K | 0.31% | 52 |
|
|
2017
Q4 | $736K | Buy |
+8,756
| New | +$736K | 0.33% | 51 |
|