TBH Global Asset 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 | $527K | Sell |
4,464
-24
| -0.5% | -$2.83K | 0.11% | 125 |
|
|
2025
Q1 | $547K | Buy |
4,488
+33
| +0.7% | +$4.03K | 0.11% | 117 |
|
|
2024
Q4 | $480K | Hold |
4,455
| – | – | 0.11% | 149 |
|
|
2024
Q3 | $514K | Hold |
4,455
| – | – | 0.11% | 153 |
|
|
2024
Q2 | $447K | Sell |
4,455
-1,727
| -28% | -$173K | 0.1% | 163 |
|
|
2024
Q1 | $598K | Buy |
6,182
+392
| +7% | +$37.9K | 0.12% | 133 |
|
|
2023
Q4 | $562K | Buy |
5,790
+214
| +4% | +$20.8K | 0.11% | 132 |
|
|
2023
Q3 | $492K | Buy |
+5,576
| New | +$492K | 0.09% | 158 |
|
|
2021
Q3 | – | Sell |
-3,800
| Closed | -$375K | – | 186 |
|
|
2021
Q2 | $375K | Buy |
+3,800
| New | +$375K | 0.09% | 146 |
|