Westmount Partners’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 | $479K | Buy |
4,057
+78
| +2% | +$9.21K | 0.13% | 133 |
|
|
2025
Q1 | $485K | Buy |
3,979
+25
| +0.6% | +$3.05K | 0.15% | 125 |
|
|
2024
Q4 | $426K | Buy |
3,954
+28
| +0.7% | +$3.02K | 0.13% | 128 |
|
|
2024
Q3 | $453K | Sell |
3,926
-158
| -4% | -$18.2K | 0.14% | 126 |
|
|
2024
Q2 | $406K | Buy |
4,084
+49
| +1% | +$4.87K | 0.13% | 129 |
|
|
2024
Q1 | $390K | Buy |
4,035
+30
| +0.7% | +$2.9K | 0.14% | 135 |
|
|
2023
Q4 | $389K | Buy |
4,005
+153
| +4% | +$14.8K | 0.16% | 128 |
|
|
2023
Q3 | $340K | Sell |
3,852
-70
| -2% | -$6.18K | 0.15% | 143 |
|
|
2023
Q2 | $352K | Buy |
3,922
+4
| +0.1% | +$359 | 0.15% | 136 |
|
|
2023
Q1 | $378K | Buy |
3,918
+211
| +6% | +$20.4K | 0.17% | 121 |
|
|
2022
Q4 | $382K | Buy |
+3,707
| New | +$382K | 0.2% | 116 |
|