South Street Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,937
| Closed | -$223K | – | 71 |
|
|
2024
Q3 | $223K | Buy |
+1,937
| New | +$223K | 0.03% | 71 |
|
|
2023
Q1 | – | Sell |
-1,966
| Closed | -$202K | – | 74 |
|
|
2022
Q4 | $202K | Buy |
+1,966
| New | +$202K | 0.04% | 74 |
|
|
2022
Q3 | – | Sell |
-1,966
| Closed | -$211K | – | 72 |
|
|
2022
Q2 | $211K | Hold |
1,966
| – | – | 0.05% | 71 |
|
|
2022
Q1 | $220K | Hold |
1,966
| – | – | 0.04% | 68 |
|
|
2021
Q4 | $206K | Buy |
+1,966
| New | +$206K | 0.04% | 72 |
|