Weaver Capital Management’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 | $1.52M | Sell |
12,854
-608
| -5% | -$71.7K | 0.37% | 66 |
|
|
2025
Q1 | $1.64M | Sell |
13,462
-143
| -1% | -$17.4K | 0.43% | 64 |
|
|
2024
Q4 | $1.47M | Buy |
13,605
+1,656
| +14% | +$178K | 0.41% | 68 |
|
|
2024
Q3 | $1.38M | Buy |
11,949
+455
| +4% | +$52.5K | 0.41% | 72 |
|
|
2024
Q2 | $1.15M | Buy |
11,494
+1,833
| +19% | +$184K | 0.37% | 74 |
|
|
2024
Q1 | $934K | Buy |
9,661
+2,332
| +32% | +$226K | 0.32% | 85 |
|
|
2023
Q4 | $711K | Buy |
+7,329
| New | +$711K | 0.28% | 83 |
|