Stone Run Capital’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Buy
2025
Q2
Sell
2025
Q1
$253K Hold
2024
Q4
$223K Hold
2024
Q3
$239K Hold
2024
Q2
$208K Hold
2024
Q1
$200K Hold
2023
Q4
$201K Buy
2023
Q1
Sell
2022
Q4
$237K Hold
2022
Q3
$215K Hold
2022
Q2
$247K Hold
2022
Q1
$257K Hold
2021
Q4
$241K Sell
2021
Q3
$234K Hold
2021
Q2
$237K Sell
2021
Q1
$240K Buy