Syon Capital’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 | $862K | Buy |
7,304
+2,436
| +50% | +$287K | 0.06% | 240 |
|
|
2025
Q1 | $594K | Buy |
4,868
+1,057
| +28% | +$129K | 0.05% | 277 |
|
|
2024
Q4 | $411K | Sell |
3,811
-907
| -19% | -$97.7K | 0.04% | 331 |
|
|
2024
Q3 | $544K | Sell |
4,718
-83
| -2% | -$9.57K | 0.05% | 258 |
|
|
2024
Q2 | $481K | Buy |
4,801
+209
| +5% | +$20.9K | 0.04% | 267 |
|
|
2024
Q1 | $444K | Sell |
4,592
-3,562
| -44% | -$344K | 0.04% | 284 |
|
|
2023
Q4 | $791K | Buy |
+8,154
| New | +$791K | 0.03% | 306 |
|