Stone House Investment 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 | $5.31K | Hold |
45
| – | – | ﹤0.01% | 317 |
|
|
2025
Q1 | $5.49K | Buy |
+45
| New | +$5.49K | ﹤0.01% | 301 |
|
|
2024
Q4 | – | Sell |
-45
| Closed | -$5.19K | – | 146 |
|
|
2024
Q3 | $5.19K | Buy |
45
+25
| +125% | +$2.88K | ﹤0.01% | 270 |
|
|
2024
Q2 | $2.01K | Sell |
20
-92
| -82% | -$9.22K | ﹤0.01% | 333 |
|
|
2024
Q1 | $10.8K | Buy |
+112
| New | +$10.8K | ﹤0.01% | 226 |
|