Tortoise Capital Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-36
| Closed | -$3K | – | 130 |
|
|
2019
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 118 |
|
|
2019
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 111 |
|
|
2018
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 106 |
|
|
2018
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 114 |
|
|
2018
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 118 |
|
|
2018
Q1 | $3K | Buy |
36
+4
| +13% | +$333 | ﹤0.01% | 112 |
|
|
2017
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 119 |
|
|
2017
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 116 |
|
|
2017
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 118 |
|
|
2017
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 116 |
|
|
2016
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 133 |
|
|
2016
Q3 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 116 |
|