Waterloo Capital’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 | $557K | Sell |
4,717
-426
| -8% | -$50.3K | 0.05% | 253 |
|
|
2025
Q1 | $627K | Buy |
5,143
+915
| +22% | +$112K | 0.06% | 218 |
|
|
2024
Q4 | $456K | Buy |
4,228
+138
| +3% | +$14.9K | 0.05% | 241 |
|
|
2024
Q3 | $472K | Buy |
+4,090
| New | +$472K | 0.05% | 250 |
|
|
2024
Q1 | – | Sell |
-2,623
| Closed | -$254K | – | 371 |
|
|
2023
Q4 | $254K | Buy |
+2,623
| New | +$254K | 0.04% | 320 |
|