Sivia Capital Partners’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 | $273K | Sell |
2,316
-28
| -1% | -$3.3K | 0.08% | 312 |
|
|
2025
Q1 | $286K | Buy |
2,344
+91
| +4% | +$11.1K | 0.13% | 170 |
|
|
2024
Q4 | $243K | Buy |
2,253
+82
| +4% | +$8.84K | 0.12% | 149 |
|
|
2024
Q3 | $250K | Sell |
2,171
-10
| -0.5% | -$1.15K | 0.15% | 148 |
|
|
2024
Q2 | $219K | Buy |
+2,181
| New | +$219K | 0.15% | 158 |
|