TwinBeech Capital’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 |
-386,363
| Closed | -$41.6M | – | 773 |
|
|
2024
Q4 | $41.6M | Buy |
386,363
+354,422
| +1,110% | +$38.2M | 0.71% | 44 |
|
|
2024
Q3 | $3.68M | Buy |
+31,941
| New | +$3.68M | 0.07% | 306 |
|
|
2023
Q2 | – | Sell |
-56,611
| Closed | -$5.46M | – | 666 |
|
|
2023
Q1 | $5.46M | Buy |
+56,611
| New | +$5.46M | 0.11% | 228 |
|
|
2022
Q1 | – | Sell |
-49,009
| Closed | -$5.14M | – | 558 |
|
|
2021
Q4 | $5.14M | Buy |
49,009
+25,261
| +106% | +$2.65M | 0.29% | 106 |
|
|
2021
Q3 | $2.32M | Buy |
+23,748
| New | +$2.32M | 0.16% | 192 |
|
|
2021
Q1 | – | Sell |
-5,127
| Closed | -$469K | – | 499 |
|
|
2020
Q4 | $469K | Buy |
+5,127
| New | +$469K | 0.08% | 294 |
|
|
2020
Q3 | – | Sell |
-60,577
| Closed | -$4.84M | – | 473 |
|
|
2020
Q2 | $4.84M | Buy |
+60,577
| New | +$4.84M | 1.06% | 6 |
|