Romano Brothers & 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 | $9.2M | Sell |
77,972
-1,422
| -2% | -$168K | 1.14% | 17 |
|
|
2025
Q1 | $9.68M | Sell |
79,394
-3,646
| -4% | -$445K | 1.25% | 13 |
|
|
2024
Q4 | $8.95M | Sell |
83,040
-477
| -0.6% | -$51.4K | 1.13% | 16 |
|
|
2024
Q3 | $9.63M | Buy |
83,517
+4,037
| +5% | +$465K | 1.2% | 14 |
|
|
2024
Q2 | $7.97M | Sell |
79,480
-4,523
| -5% | -$453K | 1.1% | 16 |
|
|
2024
Q1 | $8.12M | Sell |
84,003
-193
| -0.2% | -$18.7K | 1.11% | 16 |
|
|
2023
Q4 | $8.17M | Buy |
84,196
+482
| +0.6% | +$46.8K | 1.22% | 16 |
|
|
2023
Q3 | $7.39M | Sell |
83,714
-3,301
| -4% | -$291K | 1.15% | 16 |
|
|
2023
Q2 | $7.81M | Buy |
87,015
+2,348
| +3% | +$211K | 1.16% | 15 |
|
|
2023
Q1 | $8.15M | Sell |
84,667
-1,641
| -2% | -$158K | 1.26% | 15 |
|
|
2022
Q4 | $8.89M | Sell |
86,308
-2,234
| -3% | -$230K | 1.35% | 12 |
|
|
2022
Q3 | $8.22M | Buy |
+88,542
| New | +$8.22M | 1.33% | 16 |
|