Rappaport Reiches 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
Q1 | $238K | Buy |
+1,953
| New | +$238K | 0.06% | 106 |
|
|
2024
Q4 | – | Sell |
-1,794
| Closed | -$207K | – | 110 |
|
|
2024
Q3 | $207K | Buy |
+1,794
| New | +$207K | 0.06% | 111 |
|
|
2022
Q3 | – | Sell |
-1,910
| Closed | -$205K | – | 74 |
|
|
2022
Q2 | $205K | Buy |
1,910
+105
| +6% | +$11.3K | 0.1% | 72 |
|
|
2022
Q1 | $202K | Buy |
+1,805
| New | +$202K | 0.11% | 83 |
|