Shepherd Kaplan Krochuk’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 | $938K | Sell |
7,950
-118
| -1% | -$13.9K | 0.82% | 28 |
|
|
2025
Q1 | $984K | Buy |
8,068
+39
| +0.5% | +$4.76K | 0.84% | 29 |
|
|
2024
Q4 | $865K | Sell |
8,029
-1,165
| -13% | -$126K | 0.72% | 31 |
|
|
2024
Q3 | $1.06M | Sell |
9,194
-1,256
| -12% | -$145K | 0.8% | 34 |
|
|
2024
Q2 | $1.05M | Sell |
10,450
-708
| -6% | -$71K | 0.83% | 35 |
|
|
2024
Q1 | $1.08M | Buy |
11,158
+285
| +3% | +$27.6K | 0.86% | 33 |
|
|
2023
Q4 | $1.06M | Sell |
10,873
-438
| -4% | -$42.5K | 0.86% | 33 |
|
|
2023
Q3 | $998K | Sell |
11,311
-668
| -6% | -$59K | 0.87% | 29 |
|
|
2023
Q2 | $1.07M | Buy |
+11,979
| New | +$1.07M | 0.85% | 29 |
|