Vest Financial’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 | $3.11M | Buy |
26,350
+7,428
| +39% | +$877K | 0.04% | 232 |
|
|
2025
Q1 | $2.31M | Buy |
18,922
+8,015
| +73% | +$978K | 0.04% | 233 |
|
|
2024
Q4 | $1.18M | Buy |
10,907
+3,250
| +42% | +$350K | 0.02% | 218 |
|
|
2024
Q3 | $883K | Buy |
7,657
+5,096
| +199% | +$588K | 0.02% | 227 |
|
|
2024
Q2 | $257K | Sell |
2,561
-67
| -3% | -$6.72K | 0.01% | 245 |
|
|
2024
Q1 | $254K | Buy |
+2,628
| New | +$254K | 0.01% | 250 |
|