Truepoint Inc’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 | $231K | Buy |
+1,956
| New | +$231K | 0.01% | 132 |
|
|
2024
Q1 | – | Sell |
-2,982
| Closed | -$289K | – | 158 |
|
|
2023
Q4 | $289K | Buy |
+2,982
| New | +$289K | 0.01% | 175 |
|
|
2023
Q3 | – | Sell |
-8,355
| Closed | -$750K | – | 204 |
|
|
2023
Q2 | $750K | Buy |
+8,355
| New | +$750K | 0.02% | 80 |
|
|
2018
Q3 | – | Sell |
-3,638
| Closed | -$288K | – | 107 |
|
|
2018
Q2 | $288K | Buy |
3,638
+3,387
| +1,349% | +$268K | 0.03% | 83 |
|
|
2018
Q1 | $3.24K | Sell |
251
-2,525
| -91% | -$32.5K | 0.03% | 72 |
|
|
2017
Q4 | $233K | Buy |
2,776
+2,000
| +258% | +$168K | 0.02% | 85 |
|
|
2017
Q3 | $65K | Sell |
776
-1,959
| -72% | -$164K | 0.01% | 97 |
|
|
2017
Q2 | $234K | Sell |
2,735
-57
| -2% | -$4.88K | 0.02% | 93 |
|
|
2017
Q1 | $229K | Buy |
2,792
+13
| +0.5% | +$1.07K | 0.02% | 87 |
|
|
2016
Q4 | $219K | Buy |
+2,779
| New | +$219K | 0.02% | 83 |
|
|
2016
Q1 | – | Sell |
-6,688
| Closed | -$477K | – | 82 |
|
|
2015
Q4 | $477K | Buy |
+6,688
| New | +$477K | 0.07% | 36 |
|