WPI
Walter Public Investments’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
3,000
| – | – | 0.06% | 42 |
|
|
2025
Q1 | $366K | Hold |
3,000
| – | – | 0.07% | 42 |
|
|
2024
Q4 | $323K | Sell |
3,000
-1,000
| -25% | -$108K | 0.06% | 42 |
|
|
2024
Q3 | $461K | Hold |
4,000
| – | – | 0.08% | 39 |
|
|
2024
Q2 | $401K | Hold |
4,000
| – | – | 0.08% | 40 |
|
|
2024
Q1 | $387K | Hold |
4,000
| – | – | 0.08% | 40 |
|
|
2023
Q4 | $388K | Hold |
4,000
| – | – | 0.08% | 37 |
|
|
2023
Q3 | $353K | Sell |
4,000
-1,500
| -27% | -$132K | 0.08% | 39 |
|
|
2023
Q2 | $494K | Hold |
5,500
| – | – | 0.11% | 37 |
|
|
2023
Q1 | $531K | Hold |
5,500
| – | – | 0.16% | 29 |
|
|
2022
Q4 | $566K | Hold |
5,500
| – | – | 0.19% | 26 |
|
|
2022
Q3 | $512K | Buy |
+5,500
| New | +$512K | 0.18% | 25 |
|