Tidal Investments’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 | $1.58M | Sell |
13,426
-1,645
| -11% | -$194K | 0.01% | 791 |
|
|
2025
Q1 | $1.84M | Sell |
15,071
-9,403
| -38% | -$1.15M | 0.02% | 714 |
|
|
2024
Q4 | $2.64M | Sell |
24,474
-313
| -1% | -$33.7K | 0.02% | 579 |
|
|
2024
Q3 | $2.86M | Buy |
24,787
+719
| +3% | +$82.9K | 0.03% | 472 |
|
|
2024
Q2 | $2.41M | Sell |
24,068
-12,999
| -35% | -$1.3M | 0.03% | 467 |
|
|
2024
Q1 | $3.58M | Buy |
37,067
+19,919
| +116% | +$1.93M | 0.06% | 323 |
|
|
2023
Q4 | $1.66M | Buy |
17,148
+4,764
| +38% | +$462K | 0.04% | 415 |
|
|
2023
Q3 | $1.09M | Buy |
12,384
+2,026
| +20% | +$179K | 0.03% | 510 |
|
|
2023
Q2 | $930K | Sell |
10,358
-879
| -8% | -$78.9K | 0.03% | 562 |
|
|
2023
Q1 | $1.08M | Sell |
11,237
-6,529
| -37% | -$630K | 0.04% | 459 |
|
|
2022
Q4 | $1.83M | Buy |
17,766
+6,579
| +59% | +$678K | 0.07% | 294 |
|
|
2022
Q3 | $1.04M | Sell |
11,187
-1,194
| -10% | -$111K | 0.04% | 362 |
|
|
2022
Q2 | $1.33M | Buy |
12,381
+2,498
| +25% | +$268K | 0.05% | 318 |
|
|
2022
Q1 | $1.1M | Buy |
9,883
+920
| +10% | +$103K | 0.03% | 399 |
|
|
2021
Q4 | $940K | Buy |
8,963
+1,659
| +23% | +$174K | 0.03% | 426 |
|
|
2021
Q3 | $713K | Buy |
7,304
+1,199
| +20% | +$117K | 0.03% | 419 |
|
|
2021
Q2 | $603K | Buy |
6,105
+2,086
| +52% | +$206K | 0.02% | 388 |
|
|
2021
Q1 | $388K | Buy |
4,019
+960
| +31% | +$92.7K | 0.02% | 354 |
|
|
2020
Q4 | $280K | Buy |
+3,059
| New | +$280K | 0.02% | 320 |
|