Saxony Capital 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 | $494K | Buy |
4,186
+6
| +0.1% | +$708 | 0.38% | 55 |
|
|
2025
Q1 | $510K | Sell |
4,180
-13
| -0.3% | -$1.59K | 0.45% | 48 |
|
|
2024
Q4 | $452K | Sell |
4,193
-694
| -14% | -$74.8K | 0.4% | 62 |
|
|
2024
Q3 | $564K | Sell |
4,887
-316
| -6% | -$36.4K | 0.52% | 52 |
|
|
2024
Q2 | $522K | Buy |
5,203
+454
| +10% | +$45.5K | 0.57% | 45 |
|
|
2024
Q1 | $459K | Sell |
4,749
-70
| -1% | -$6.77K | 0.55% | 47 |
|
|
2023
Q4 | $468K | Buy |
+4,819
| New | +$468K | 0.62% | 39 |
|