Vident Advisory’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 | $3.25M | Buy |
27,539
+1,187
| +5% | +$140K | 0.04% | 375 |
|
|
2025
Q1 | $3.21M | Buy |
26,352
+11,135
| +73% | +$1.36M | 0.05% | 333 |
|
|
2024
Q4 | $1.64M | Buy |
15,217
+1,247
| +9% | +$134K | 0.03% | 470 |
|
|
2024
Q3 | $1.61M | Buy |
13,970
+2,141
| +18% | +$247K | 0.04% | 467 |
|
|
2024
Q2 | $1.19M | Sell |
11,829
-24,054
| -67% | -$2.41M | 0.03% | 535 |
|
|
2024
Q1 | $3.47M | Buy |
35,883
+513
| +1% | +$49.6K | 0.07% | 267 |
|
|
2023
Q4 | $3.43M | Buy |
35,370
+25,952
| +276% | +$2.52M | 0.09% | 257 |
|
|
2023
Q3 | $831K | Buy |
+9,418
| New | +$831K | 0.03% | 562 |
|