Winthrop 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
10,028
+48
| +0.5% | +$5.66K | 0.3% | 64 |
|
|
2025
Q1 | $1.22M | Buy |
9,980
+237
| +2% | +$28.9K | 0.33% | 62 |
|
|
2024
Q4 | $1.05M | Buy |
9,743
+300
| +3% | +$32.3K | 0.28% | 71 |
|
|
2024
Q3 | $1.09M | Buy |
9,443
+651
| +7% | +$75.1K | 0.52% | 35 |
|
|
2024
Q2 | $881K | Buy |
8,792
+148
| +2% | +$14.8K | 0.44% | 36 |
|
|
2024
Q1 | $836K | Buy |
8,644
+93
| +1% | +$8.99K | 0.39% | 40 |
|
|
2023
Q4 | $830K | Buy |
+8,551
| New | +$830K | 0.27% | 77 |
|