Yaupon 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 | $29.4M | Buy |
248,767
+20,272
| +9% | +$2.39M | 1.32% | 19 |
|
|
2025
Q1 | $27.9M | Buy |
228,495
+560
| +0.2% | +$68.3K | 1.43% | 13 |
|
|
2024
Q4 | $24.6M | Buy |
227,935
+134,336
| +144% | +$14.5M | 1.01% | 26 |
|
|
2024
Q3 | $10.8M | Buy |
+93,599
| New | +$10.8M | 0.59% | 50 |
|
|
2024
Q1 | – | Sell |
-151,200
| Closed | -$14.7M | – | 93 |
|
|
2023
Q4 | $14.7M | Buy |
+151,200
| New | +$14.7M | 1.21% | 23 |
|
|
2022
Q4 | – | Sell |
-38,218
| Closed | -$3.56M | – | 95 |
|
|
2022
Q3 | $3.56M | Buy |
+38,218
| New | +$3.56M | 0.76% | 31 |
|
|
2021
Q3 | – | Sell |
-54,600
| Closed | -$5.39M | – | 65 |
|
|
2021
Q2 | $5.39M | Buy |
+54,600
| New | +$5.39M | 2.98% | 12 |
|