Principal Securities’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
$5.29M Buy
44,839
+4,707
+12% +$555K 0.1% 195
2025
Q1
$4.32M Buy
40,132
+82
+0.2% +$8.84K 0.1% 207
2024
Q4
$4.32M Buy
40,050
+5,258
+15% +$567K 0.1% 205
2024
Q3
$4.01M Buy
34,792
+3,208
+10% +$370K 0.1% 198
2024
Q2
$3.17M Buy
31,584
+1,759
+6% +$176K 0.09% 217
2024
Q1
$2.88M Buy
29,825
+3,395
+13% +$328K 0.09% 208
2023
Q4
$2.56M Buy
+26,430
New +$2.56M 0.1% 206