USA Financial Formulas’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 | $1.22M | Buy |
+10,302
| New | +$1.22M | 0.21% | 40 |
|
|
2025
Q1 | – | Sell |
-7,460
| Closed | -$804K | – | 308 |
|
|
2024
Q4 | $804K | Buy |
+7,460
| New | +$804K | 0.13% | 81 |
|
|
2024
Q3 | – | Sell |
-1,781
| Closed | -$179K | – | 293 |
|
|
2024
Q2 | $179K | Buy |
1,781
+1,618
| +993% | +$162K | 0.03% | 175 |
|
|
2024
Q1 | $15.8K | Buy |
+163
| New | +$15.8K | ﹤0.01% | 274 |
|
|
2022
Q3 | $997K | Buy |
10,718
+10,704
| +76,457% | +$996K | 1.57% | 37 |
|
|
2022
Q2 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 199 |
|
|
2021
Q4 | – | Sell |
-577
| Closed | -$56K | – | 405 |
|
|
2021
Q3 | $56K | Buy |
577
+30
| +5% | +$2.91K | 0.05% | 198 |
|
|
2021
Q2 | $54K | Buy |
+547
| New | +$54K | 0.05% | 212 |
|