Verum Partners’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 | $481K | Buy |
4,079
+7
| +0.2% | +$826 | 0.11% | 100 |
|
|
2025
Q1 | $497K | Buy |
4,072
+100
| +3% | +$12.2K | 0.13% | 87 |
|
|
2024
Q4 | $428K | Sell |
3,972
-154
| -4% | -$16.6K | 0.12% | 103 |
|
|
2024
Q3 | $476K | Sell |
4,126
-36
| -0.9% | -$4.15K | 0.14% | 90 |
|
|
2024
Q2 | $417K | Buy |
4,162
+176
| +4% | +$17.6K | 0.13% | 93 |
|
|
2024
Q1 | $385K | Buy |
3,986
+155
| +4% | +$15K | 0.14% | 95 |
|
|
2023
Q4 | $372K | Buy |
3,831
+115
| +3% | +$11.2K | 0.15% | 94 |
|
|
2023
Q3 | $328K | Sell |
3,716
-294
| -7% | -$25.9K | 0.15% | 94 |
|
|
2023
Q2 | $360K | Buy |
+4,010
| New | +$360K | 0.33% | 62 |
|