Pullen Investment 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 | $1.45M | Sell |
12,298
-72
| -0.6% | -$8.5K | 0.87% | 50 |
|
|
2025
Q1 | $1.51M | Sell |
12,370
-477
| -4% | -$58.2K | 0.95% | 42 |
|
|
2024
Q4 | $1.38M | Sell |
12,847
-596
| -4% | -$64.2K | 0.9% | 44 |
|
|
2024
Q3 | $1.55M | Buy |
13,443
+250
| +2% | +$28.8K | 1.13% | 31 |
|
|
2024
Q2 | $1.32M | Sell |
13,193
-412
| -3% | -$41.3K | 1.1% | 33 |
|
|
2024
Q1 | $1.32M | Buy |
+13,605
| New | +$1.32M | 1.11% | 32 |
|