Roundview Capital’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 | $580K | Sell |
4,915
-102
| -2% | -$12K | 0.04% | 253 |
|
|
2025
Q1 | $612K | Sell |
5,017
-258
| -5% | -$31.5K | 0.04% | 244 |
|
|
2024
Q4 | $568K | Buy |
5,275
+75
| +1% | +$8.08K | 0.04% | 258 |
|
|
2024
Q3 | $600K | Buy |
5,200
+379
| +8% | +$43.7K | 0.04% | 255 |
|
|
2024
Q2 | $483K | Buy |
4,821
+37
| +0.8% | +$3.71K | 0.04% | 260 |
|
|
2024
Q1 | $463K | Buy |
4,784
+268
| +6% | +$25.9K | 0.04% | 261 |
|
|
2023
Q4 | $438K | Buy |
4,516
+2,054
| +83% | +$199K | 0.04% | 257 |
|
|
2023
Q3 | $217K | Buy |
2,462
+53
| +2% | +$4.68K | 0.02% | 290 |
|
|
2023
Q2 | $216K | Buy |
2,409
+34
| +1% | +$3.05K | 0.02% | 297 |
|
|
2023
Q1 | $229K | Sell |
2,375
-126
| -5% | -$12.2K | 0.02% | 300 |
|
|
2022
Q4 | $258K | Buy |
+2,501
| New | +$258K | 0.03% | 271 |
|
|
2022
Q3 | – | Sell |
-1,868
| Closed | -$200K | – | 275 |
|
|
2022
Q2 | $200K | Buy |
+1,868
| New | +$200K | 0.02% | 276 |
|