Vise Technologies’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 | $4.37M | Buy |
+37,021
| New | +$4.37M | 0.18% | 125 |
|
|
2024
Q4 | $1.86M | Buy |
17,249
+4,904
| +40% | +$528K | 0.15% | 141 |
|
|
2024
Q3 | $1.42M | Buy |
12,345
+2,781
| +29% | +$321K | 0.18% | 117 |
|
|
2024
Q2 | $959K | Buy |
9,564
+528
| +6% | +$52.9K | 0.17% | 127 |
|
|
2024
Q1 | $874K | Sell |
9,036
-676
| -7% | -$65.4K | 0.17% | 125 |
|
|
2023
Q4 | $942K | Sell |
9,712
-125
| -1% | -$12.1K | 0.2% | 117 |
|
|
2023
Q3 | $868K | Buy |
9,837
+439
| +5% | +$38.7K | 0.21% | 113 |
|
|
2023
Q2 | $843K | Buy |
9,398
+3,879
| +70% | +$348K | 0.2% | 108 |
|
|
2023
Q1 | $532K | Buy |
5,519
+326
| +6% | +$31.5K | 0.14% | 154 |
|
|
2022
Q4 | $535K | Buy |
5,193
+537
| +12% | +$55.3K | 0.17% | 136 |
|
|
2022
Q3 | $433K | Buy |
4,656
+1,811
| +64% | +$168K | 0.16% | 147 |
|
|
2022
Q2 | $305K | Buy |
+2,845
| New | +$305K | 0.12% | 194 |
|