White Lighthouse Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,161
| Closed | -$417K | – | 132 |
|
|
2024
Q2 | $417K | Hold |
4,161
| – | – | 0.08% | 90 |
|
|
2024
Q1 | $402K | Buy |
4,161
+1
| +0% | +$97 | 0.08% | 89 |
|
|
2023
Q4 | $404K | Hold |
4,160
| – | – | 0.09% | 88 |
|
|
2023
Q3 | $367K | Hold |
4,160
| – | – | 0.09% | 91 |
|
|
2023
Q2 | $373K | Hold |
4,160
| – | – | 0.09% | 88 |
|
|
2023
Q1 | $401K | Hold |
4,160
| – | – | 0.1% | 85 |
|
|
2022
Q4 | $428K | Hold |
4,160
| – | – | 0.12% | 83 |
|
|
2022
Q3 | $387K | Hold |
4,160
| – | – | 0.11% | 83 |
|
|
2022
Q2 | $446K | Hold |
4,160
| – | – | 0.13% | 79 |
|
|
2022
Q1 | $465K | Hold |
4,160
| – | – | 0.12% | 81 |
|
|
2021
Q4 | $436K | Hold |
4,160
| – | – | 0.11% | 82 |
|
|
2021
Q3 | $406K | Hold |
4,160
| – | – | 0.11% | 84 |
|
|
2021
Q2 | $411K | Sell |
4,160
-214
| -5% | -$21.1K | 0.11% | 84 |
|
|
2021
Q1 | $422K | Hold |
4,374
| – | – | 0.13% | 82 |
|
|
2020
Q4 | $400K | Hold |
4,374
| – | – | 0.13% | 79 |
|
|
2020
Q3 | $387K | Hold |
4,374
| – | – | 0.13% | 83 |
|
|
2020
Q2 | $349K | Buy |
+4,374
| New | +$349K | 0.13% | 90 |
|