Wisconsin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $702K | Hold |
8,399
| – | – | 0.25% | 78 |
|
|
2014
Q3 | $628K | Hold |
8,399
| – | – | 0.23% | 82 |
|
|
2014
Q2 | $623K | Sell |
8,399
-541
| -6% | -$40.1K | 0.23% | 79 |
|
|
2014
Q1 | $637K | Sell |
8,940
-931
| -9% | -$66.3K | 0.24% | 76 |
|
|
2013
Q4 | $681K | Sell |
9,871
-149
| -1% | -$10.3K | 0.27% | 71 |
|
|
2013
Q3 | $669K | Hold |
10,020
| – | – | 0.29% | 67 |
|
|
2013
Q2 | $676K | Buy |
+10,020
| New | +$676K | 0.29% | 63 |
|