Transcendent Capital Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-141
| Closed | -$15.2K | – | 168 |
|
|
2024
Q4 | $15.2K | Hold |
141
| – | – | 0.01% | 301 |
|
|
2024
Q3 | $16.3K | Hold |
141
| – | – | 0.01% | 314 |
|
|
2024
Q2 | $14.1K | Buy |
141
+11
| +8% | +$1.1K | 0.01% | 298 |
|
|
2024
Q1 | $12.6K | Hold |
130
| – | – | 0.01% | 306 |
|
|
2023
Q4 | $12.6K | Buy |
+130
| New | +$12.6K | 0.01% | 247 |
|