West Family Investments’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 | $981K | Buy |
8,313
+1,677
| +25% | +$198K | 0.26% | 78 |
|
|
2025
Q1 | $809K | Sell |
6,636
-387
| -6% | -$47.2K | 0.3% | 66 |
|
|
2024
Q4 | $757K | Sell |
7,023
-262
| -4% | -$28.2K | 0.26% | 76 |
|
|
2024
Q3 | $840K | Buy |
7,285
+456
| +7% | +$52.6K | 0.29% | 66 |
|
|
2024
Q2 | $684K | Hold |
6,829
| – | – | 0.21% | 85 |
|
|
2024
Q1 | $660K | Buy |
6,829
+663
| +11% | +$64.1K | 0.2% | 87 |
|
|
2023
Q4 | $598K | Buy |
6,166
+2,741
| +80% | +$266K | 0.2% | 85 |
|
|
2023
Q3 | $302K | Sell |
3,425
-5,941
| -63% | -$524K | 0.11% | 158 |
|
|
2023
Q2 | $841K | Buy |
9,366
+6,981
| +293% | +$626K | 0.33% | 68 |
|
|
2023
Q1 | $230K | Sell |
2,385
-3,773
| -61% | -$364K | 0.09% | 163 |
|
|
2022
Q4 | $634K | Buy |
6,158
+380
| +7% | +$39.1K | 0.22% | 84 |
|
|
2022
Q3 | $537K | Sell |
5,778
-629
| -10% | -$58.5K | 0.22% | 94 |
|
|
2022
Q2 | $687K | Sell |
6,407
-262
| -4% | -$28.1K | 0.27% | 73 |
|
|
2022
Q1 | $745K | Buy |
6,669
+4,384
| +192% | +$490K | 0.21% | 76 |
|
|
2021
Q4 | $240K | Sell |
2,285
-6,303
| -73% | -$662K | 0.07% | 252 |
|
|
2021
Q3 | $838K | Buy |
8,588
+4,031
| +88% | +$393K | 0.22% | 84 |
|
|
2021
Q2 | $450K | Buy |
+4,557
| New | +$450K | 0.12% | 147 |
|