SJS Investment Consulting’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 | $1.06K | Sell |
9
-7
| -44% | -$826 | ﹤0.01% | 806 |
|
|
2025
Q1 | $1.95K | Buy |
16
+1
| +7% | +$122 | ﹤0.01% | 738 |
|
|
2024
Q4 | $1.62K | Hold |
15
| – | – | ﹤0.01% | 813 |
|
|
2024
Q3 | $1.73K | Sell |
15
-150
| -91% | -$17.3K | ﹤0.01% | 859 |
|
|
2024
Q2 | $16.5K | Hold |
165
| – | – | ﹤0.01% | 288 |
|
|
2024
Q1 | $16K | Sell |
165
-22
| -12% | -$2.13K | ﹤0.01% | 308 |
|
|
2023
Q4 | $18.1K | Sell |
187
-2
| -1% | -$194 | ﹤0.01% | 244 |
|
|
2023
Q3 | $16.7K | Buy |
189
+5
| +3% | +$441 | ﹤0.01% | 248 |
|
|
2023
Q2 | $16.5K | Sell |
184
-2
| -1% | -$179 | ﹤0.01% | 238 |
|
|
2023
Q1 | $17.9K | Sell |
186
-2
| -1% | -$193 | ﹤0.01% | 234 |
|
|
2022
Q4 | $19.4K | Hold |
188
| – | – | 0.01% | 233 |
|
|
2022
Q3 | $18K | Buy |
+188
| New | +$18K | 0.01% | 248 |
|
|
2022
Q1 | $19K | Sell |
174
-100
| -36% | -$10.9K | 0.01% | 305 |
|
|
2021
Q4 | $29K | Buy |
+274
| New | +$29K | 0.01% | 224 |
|