Slocum, Gordon & 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 | $3.56M | Sell |
30,190
-600
| -2% | -$70.8K | 2.87% | 13 |
|
|
2025
Q1 | $3.76M | Hold |
30,790
| – | – | 2.8% | 14 |
|
|
2024
Q4 | $3.32M | Hold |
30,790
| – | – | 2.73% | 12 |
|
|
2024
Q3 | $3.55M | Sell |
30,790
-1,333
| -4% | -$154K | 1.43% | 17 |
|
|
2024
Q2 | $3.22M | Sell |
32,123
-500
| -2% | -$50.1K | 2.4% | 14 |
|
|
2024
Q1 | $3.15M | Hold |
32,623
| – | – | 2.34% | 14 |
|
|
2023
Q4 | $3.17M | Sell |
32,623
-116
| -0.4% | -$11.3K | 2.78% | 11 |
|
|
2023
Q3 | $2.89M | Hold |
32,739
| – | – | 2.52% | 12 |
|
|
2023
Q2 | $2.94M | Sell |
32,739
-400
| -1% | -$35.9K | 2.13% | 15 |
|
|
2023
Q1 | $3.2M | Sell |
33,139
-8,200
| -20% | -$791K | 2.65% | 12 |
|
|
2022
Q4 | $4.26M | Buy |
+41,339
| New | +$4.26M | 2.74% | 13 |
|