Union Savings Bank’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 | $374K | Hold |
3,073
| – | – | 0.17% | 96 |
|
|
2025
Q1 | $375K | Hold |
3,073
| – | – | 0.18% | 95 |
|
|
2024
Q4 | $331K | Hold |
3,073
| – | – | 0.16% | 101 |
|
|
2024
Q3 | $354K | Buy |
3,073
+484
| +19% | +$55.8K | 0.17% | 100 |
|
|
2024
Q2 | $259K | Buy |
2,589
+201
| +8% | +$20.1K | 0.14% | 110 |
|
|
2024
Q1 | $231K | Hold |
2,388
| – | – | 0.12% | 116 |
|
|
2023
Q4 | $232K | Buy |
2,388
+233
| +11% | +$22.6K | 0.13% | 119 |
|
|
2023
Q3 | $190K | Hold |
2,155
| – | – | 0.12% | 125 |
|
|
2023
Q2 | $202K | Buy |
+2,155
| New | +$202K | 0.12% | 124 |
|