Smartleaf Asset Management’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 | $1.64M | Sell |
14,020
-698
| -5% | -$81.6K | 0.14% | 164 |
|
|
2025
Q1 | $1.76M | Buy |
14,718
+2,660
| +22% | +$318K | 0.17% | 134 |
|
|
2024
Q4 | $1.3M | Buy |
12,058
+2,157
| +22% | +$232K | 0.13% | 166 |
|
|
2024
Q3 | $1.15M | Buy |
9,901
+1,571
| +19% | +$182K | 0.14% | 169 |
|
|
2024
Q2 | $838K | Buy |
8,330
+2,152
| +35% | +$216K | 0.14% | 173 |
|
|
2024
Q1 | $594K | Buy |
6,178
+1,571
| +34% | +$151K | 0.11% | 201 |
|
|
2023
Q4 | $448K | Buy |
+4,607
| New | +$448K | 0.12% | 177 |
|