TCM
TruNorth Capital Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
940
-428
| -31% | -$50.5K | 0.02% | 113 |
|
|
2025
Q1 | $167K | Buy |
1,368
+428
| +46% | +$52.2K | 0.04% | 110 |
|
|
2024
Q4 | $101K | Hold |
940
| – | – | 0.03% | 100 |
|
|
2024
Q3 | $108K | Buy |
940
+124
| +15% | +$14.3K | 0.03% | 92 |
|
|
2024
Q2 | $81.8K | Buy |
+816
| New | +$81.8K | 0.03% | 98 |
|