Strategic Equity Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,557
Closed -$226K 30
2023
Q3
$226K Hold
2,557
0.09% 39
2023
Q2
$229K Hold
2,557
0.08% 37
2023
Q1
$247K Buy
+2,557
New +$247K 0.09% 39