Relyea Zuckerberg Hanson’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 | $403K | Buy |
3,411
+591
| +21% | +$69.7K | 0.05% | 181 |
|
|
2025
Q1 | $344K | Buy |
2,820
+14
| +0.5% | +$1.71K | 0.05% | 190 |
|
|
2024
Q4 | $302K | Buy |
2,806
+319
| +13% | +$34.4K | 0.04% | 204 |
|
|
2024
Q3 | $287K | Sell |
2,487
-151
| -6% | -$17.4K | 0.04% | 202 |
|
|
2024
Q2 | $264K | Buy |
+2,638
| New | +$264K | 0.04% | 201 |
|
|
2023
Q2 | – | Sell |
-2,211
| Closed | -$213K | – | 198 |
|
|
2023
Q1 | $213K | Buy |
+2,211
| New | +$213K | 0.05% | 174 |
|
|
2022
Q3 | – | Sell |
-1,989
| Closed | -$213K | – | 145 |
|
|
2022
Q2 | $213K | Buy |
+1,989
| New | +$213K | 0.08% | 133 |
|