Van Hulzen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
2,026
+45
| +2% | +$5.31K | 0.02% | 283 |
|
|
2025
Q1 | $242K | Sell |
1,981
-2
| -0.1% | -$244 | 0.02% | 276 |
|
|
2024
Q4 | $214K | Buy |
1,983
+1
| +0.1% | +$108 | 0.02% | 298 |
|
|
2024
Q3 | $228K | Buy |
+1,982
| New | +$228K | 0.02% | 288 |
|
|
2016
Q4 | – | Sell |
-1,262
| Closed | -$101K | – | 142 |
|
|
2016
Q3 | $101K | Buy |
1,262
+29
| +2% | +$2.32K | 0.05% | 152 |
|
|
2016
Q2 | $106K | Sell |
1,233
-333
| -21% | -$28.6K | 0.06% | 131 |
|
|
2016
Q1 | $126K | Hold |
1,566
| – | – | 0.07% | 124 |
|
|
2015
Q4 | $112K | Buy |
+1,566
| New | +$112K | 0.07% | 128 |
|