Wedge 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 | $209K | Buy |
1,768
+95
| +6% | +$11.2K | ﹤0.01% | 508 |
|
|
2025
Q1 | $204K | Buy |
+1,673
| New | +$204K | ﹤0.01% | 511 |
|
|
2024
Q4 | – | Sell |
-119,414
| Closed | -$13.8M | – | 516 |
|
|
2024
Q3 | $13.8M | Sell |
119,414
-19,475
| -14% | -$2.25M | 0.24% | 115 |
|
|
2024
Q2 | $13.9M | Buy |
138,889
+3,828
| +3% | +$384K | 0.25% | 101 |
|
|
2024
Q1 | $13.1M | Buy |
135,061
+14,220
| +12% | +$1.38M | 0.21% | 134 |
|
|
2023
Q4 | $11.7M | Buy |
+120,841
| New | +$11.7M | 0.21% | 135 |
|
|
2018
Q3 | – | Sell |
-143,117
| Closed | -$11.3M | – | 580 |
|
|
2018
Q2 | $11.3M | Sell |
143,117
-4,833
| -3% | -$382K | 0.11% | 223 |
|
|
2018
Q1 | $11.5M | Buy |
+147,950
| New | +$11.5M | 0.11% | 232 |
|