Westchester Capital Management (Nebraska)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-84
| Closed | -$8K | – | 46 |
|
|
2021
Q1 | $8K | Sell |
84
-166
| -66% | -$15.8K | ﹤0.01% | 43 |
|
|
2020
Q4 | $23K | Hold |
250
| – | – | 0.01% | 42 |
|
|
2020
Q3 | $22K | Hold |
250
| – | – | 0.01% | 37 |
|
|
2020
Q2 | $20K | Hold |
250
| – | – | 0.01% | 36 |
|
|
2020
Q1 | $20K | Buy |
+250
| New | +$20K | 0.01% | 39 |
|
|
2014
Q1 | – | Sell |
-666
| Closed | -$46K | – | 58 |
|
|
2013
Q4 | $46K | Hold |
666
| – | – | 0.02% | 38 |
|
|
2013
Q3 | $44K | Hold |
666
| – | – | 0.03% | 38 |
|
|
2013
Q2 | $45K | Buy |
+666
| New | +$45K | 0.03% | 36 |
|