Private Capital Management (Florida)’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 | $323K | Hold |
2,737
| – | – | 0.03% | 115 |
|
|
2025
Q1 | $334K | Hold |
2,737
| – | – | 0.04% | 107 |
|
|
2024
Q4 | $295K | Hold |
2,737
| – | – | 0.03% | 109 |
|
|
2024
Q3 | $316K | Sell |
2,737
-1,547
| -36% | -$178K | 0.03% | 102 |
|
|
2024
Q2 | $429K | Sell |
4,284
-7,184
| -63% | -$720K | 0.05% | 96 |
|
|
2024
Q1 | $1.11M | Buy |
11,468
+916
| +9% | +$88.6K | 0.12% | 55 |
|
|
2023
Q4 | $1.02M | Hold |
10,552
| – | – | 0.11% | 58 |
|
|
2023
Q3 | $931K | Buy |
10,552
+1,700
| +19% | +$150K | 0.11% | 59 |
|
|
2023
Q2 | $794K | Buy |
8,852
+3,238
| +58% | +$291K | 0.09% | 62 |
|
|
2023
Q1 | $542K | Buy |
5,614
+1,412
| +34% | +$136K | 0.06% | 67 |
|
|
2022
Q4 | $433K | Buy |
4,202
+600
| +17% | +$61.8K | 0.06% | 66 |
|
|
2022
Q3 | $335K | Buy |
+3,602
| New | +$335K | 0.05% | 72 |
|