SIM
Studio Investment Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
4,345
-1,453
| -25% | -$171K | 0.1% | 117 |
|
|
2025
Q1 | $707K | Sell |
5,798
-5,540
| -49% | -$676K | 0.15% | 90 |
|
|
2024
Q4 | $1.22M | Sell |
11,338
-2,302
| -17% | -$248K | 0.26% | 67 |
|
|
2024
Q3 | $1.57M | Buy |
13,640
+80
| +0.6% | +$9.22K | 0.33% | 63 |
|
|
2024
Q2 | $1.36M | Sell |
13,560
-5
| -0% | -$501 | 0.31% | 62 |
|
|
2024
Q1 | $1.31M | Sell |
13,565
-1,005
| -7% | -$97.2K | 0.31% | 65 |
|
|
2023
Q4 | $1.41M | Sell |
14,570
-5
| -0% | -$485 | 0.36% | 66 |
|
|
2023
Q3 | $1.29M | Buy |
14,575
+9,100
| +166% | +$803K | 0.36% | 61 |
|
|
2023
Q2 | $491K | Buy |
+5,475
| New | +$491K | 0.14% | 84 |
|