Searle & 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 | $461K | Hold |
3,911
| – | – | 0.13% | 113 |
|
|
2025
Q1 | $477K | Hold |
3,911
| – | – | 0.14% | 108 |
|
|
2024
Q4 | $421K | Buy |
3,911
+993
| +34% | +$107K | 0.12% | 119 |
|
|
2024
Q3 | $336K | Sell |
2,918
-1,101
| -27% | -$127K | 0.08% | 129 |
|
|
2024
Q2 | $403K | Buy |
4,019
+1,101
| +38% | +$110K | 0.09% | 124 |
|
|
2024
Q1 | $282K | Sell |
2,918
-318
| -10% | -$30.8K | 0.07% | 133 |
|
|
2023
Q4 | $314K | Buy |
3,236
+160
| +5% | +$15.5K | 0.09% | 130 |
|
|
2023
Q3 | $271K | Hold |
3,076
| – | – | 0.09% | 123 |
|
|
2023
Q2 | $288K | Hold |
3,076
| – | – | 0.09% | 128 |
|
|
2023
Q1 | $304K | Buy |
3,076
+76
| +3% | +$7.52K | 0.1% | 123 |
|
|
2022
Q4 | $309K | Hold |
3,000
| – | – | 0.11% | 125 |
|
|
2022
Q3 | $279K | Hold |
3,000
| – | – | 0.11% | 123 |
|
|
2022
Q2 | $322K | Buy |
+3,000
| New | +$322K | 0.13% | 122 |
|
|
2015
Q3 | – | Sell |
-341
| Closed | -$24K | – | 146 |
|
|
2015
Q2 | $24K | Hold |
341
| – | – | 0.02% | 223 |
|
|
2015
Q1 | $26K | Hold |
341
| – | – | 0.02% | 219 |
|
|
2014
Q4 | $28K | Buy |
+341
| New | +$28K | 0.02% | 236 |
|