River Road Asset 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 | $5.86M | Sell |
48,183
-41,447
| -46% | -$5.04M | 0.07% | 160 |
|
|
2025
Q1 | $10.9M | Sell |
89,630
-4,654
| -5% | -$568K | 0.15% | 121 |
|
|
2024
Q4 | $10.2M | Sell |
94,284
-18,312
| -16% | -$1.97M | 0.14% | 122 |
|
|
2024
Q3 | $13M | Sell |
112,596
-4,550
| -4% | -$525K | 0.17% | 115 |
|
|
2024
Q2 | $11.7M | Buy |
117,146
+13,914
| +13% | +$1.39M | 0.17% | 119 |
|
|
2024
Q1 | $9.98M | Buy |
103,232
+18,665
| +22% | +$1.81M | 0.13% | 127 |
|
|
2023
Q4 | $8.21M | Buy |
+84,567
| New | +$8.21M | 0.11% | 127 |
|