Tucker Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $276K | Sell |
2,562
-392
| -13% | -$42.2K | 0.03% | 101 |
|
|
2024
Q3 | $341K | Sell |
2,954
-879
| -23% | -$101K | 0.08% | 86 |
|
|
2024
Q2 | $384K | Sell |
3,833
-775
| -17% | -$77.7K | 0.08% | 85 |
|
|
2024
Q1 | $446K | Sell |
4,608
-1,757
| -28% | -$170K | 0.1% | 69 |
|
|
2023
Q4 | $618K | Sell |
6,365
-556
| -8% | -$54K | 0.15% | 45 |
|
|
2023
Q3 | $611K | Buy |
6,921
+2,608
| +60% | +$230K | 0.16% | 44 |
|
|
2023
Q2 | $387K | Buy |
4,313
+3,109
| +258% | +$279K | 0.11% | 49 |
|
|
2023
Q1 | $116K | Buy |
1,204
+611
| +103% | +$59K | 0.03% | 132 |
|
|
2022
Q4 | $61.6K | Hold |
593
| – | – | 0.02% | 132 |
|
|
2022
Q3 | $55.2K | Buy |
593
+4
| +0.7% | +$373 | 0.02% | 125 |
|
|
2022
Q2 | $63.1K | Buy |
589
+4
| +0.7% | +$429 | 0.02% | 81 |
|
|
2022
Q1 | $65.3K | Buy |
585
+46
| +9% | +$5.13K | 0.02% | 79 |
|
|
2021
Q4 | $56.5K | Buy |
539
+42
| +8% | +$4.4K | 0.02% | 81 |
|
|
2021
Q3 | $50.7K | Hold |
497
| – | – | 0.02% | 89 |
|
|
2021
Q2 | $49.1K | Hold |
497
| – | – | 0.02% | 77 |
|
|
2021
Q1 | $48K | Hold |
497
| – | – | 0.03% | 76 |
|
|
2020
Q4 | $45.5K | Buy |
+497
| New | +$45.5K | 0.03% | 70 |
|