Sherbrooke Park Advisers’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 | – | Sell |
-1,862
| Closed | -$227K | – | 583 |
|
|
2025
Q1 | $227K | Sell |
1,862
-3,411
| -65% | -$416K | 0.11% | 390 |
|
|
2024
Q4 | $568K | Sell |
5,273
-9,260
| -64% | -$998K | 0.18% | 174 |
|
|
2024
Q3 | $1.68M | Buy |
+14,533
| New | +$1.68M | 0.38% | 18 |
|
|
2024
Q1 | – | Sell |
-6,599
| Closed | -$640K | – | 876 |
|
|
2023
Q4 | $640K | Buy |
6,599
+3,955
| +150% | +$384K | 0.3% | 117 |
|
|
2023
Q3 | $233K | Buy |
+2,644
| New | +$233K | 0.07% | 364 |
|