Weld 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15,698
| Closed | -$1.44M | – | 379 |
|
|
2020
Q4 | $1.44M | Buy |
15,698
+6,454
| +70% | +$591K | 0.57% | 29 |
|
|
2020
Q3 | $819K | Buy |
+9,244
| New | +$819K | 0.32% | 92 |
|
|
2019
Q4 | – | Sell |
-26,147
| Closed | -$2.51M | – | 681 |
|
|
2019
Q3 | $2.51M | Buy |
26,147
+1,850
| +8% | +$177K | 0.46% | 23 |
|
|
2019
Q2 | $2.14M | Buy |
+24,297
| New | +$2.14M | 0.39% | 38 |
|
|
2019
Q1 | – | Sell |
-9,654
| Closed | -$833K | – | 706 |
|
|
2018
Q4 | $833K | Buy |
+9,654
| New | +$833K | 0.19% | 187 |
|