Roberts, Glore & Co’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 | $574K | Sell |
4,865
-65
| -1% | -$7.67K | 0.17% | 117 |
|
|
2025
Q1 | $601K | Buy |
4,930
+86
| +2% | +$10.5K | 0.18% | 112 |
|
|
2024
Q4 | $522K | Hold |
4,844
| – | – | 0.15% | 120 |
|
|
2024
Q3 | $558K | Buy |
4,844
+1
| +0% | +$115 | 0.16% | 116 |
|
|
2024
Q2 | $485K | Hold |
4,843
| – | – | 0.15% | 123 |
|
|
2024
Q1 | $468K | Buy |
+4,843
| New | +$468K | 0.14% | 123 |
|