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 |
|