RE Dickinson Investment Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $668K | Buy |
620
+33
| +6% | +$35.6K | 0.04% | 79 |
|
|
2024
Q3 | $67.7K | Hold |
587
| – | – | 0.04% | 81 |
|
|
2024
Q2 | $58.8K | Hold |
587
| – | – | 0.04% | 83 |
|
|
2024
Q1 | $57K | Hold |
587
| – | – | 0.04% | 80 |
|
|
2023
Q4 | $57K | Hold |
587
| – | – | 0.04% | 76 |
|
|
2023
Q3 | $52K | Sell |
587
-23
| -4% | -$2.04K | 0.04% | 79 |
|
|
2023
Q2 | $55K | Sell |
610
-50
| -8% | -$4.51K | 0.02% | 149 |
|
|
2023
Q1 | $64K | Sell |
660
-49
| -7% | -$4.75K | 0.02% | 149 |
|
|
2022
Q4 | $73K | Hold |
709
| – | – | 0.03% | 127 |
|
|
2022
Q3 | $66K | Hold |
709
| – | – | 0.05% | 65 |
|
|
2022
Q2 | $76 | Sell |
709
-92
| -11% | -$10 | 0.01% | 65 |
|
|
2022
Q1 | $89K | Buy |
801
+92
| +13% | +$10.2K | 0.06% | 63 |
|
|
2021
Q4 | $74K | Buy |
+709
| New | +$74K | 0.06% | 69 |
|