Regency 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-400
| Closed | -$43K | – | 56 |
|
|
2022
Q2 | $43K | Hold |
400
| – | – | 0.05% | 57 |
|
|
2022
Q1 | $45K | Hold |
400
| – | – | 0.03% | 75 |
|
|
2021
Q4 | $42K | Hold |
400
| – | – | 0.03% | 84 |
|
|
2021
Q3 | $39K | Hold |
400
| – | – | 0.03% | 91 |
|
|
2021
Q2 | $39K | Hold |
400
| – | – | 0.03% | 85 |
|
|
2021
Q1 | $39K | Buy |
+400
| New | +$39K | 0.04% | 97 |
|