Yousif 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 | $13.7M | Sell |
116,032
-78
| -0.1% | -$9.2K | 0.15% | 128 |
|
|
2025
Q1 | $14.2M | Sell |
116,110
-1,346
| -1% | -$164K | 0.16% | 116 |
|
|
2024
Q4 | $12.7M | Sell |
117,456
-1,531
| -1% | -$165K | 0.14% | 128 |
|
|
2024
Q3 | $13.7M | Sell |
118,987
-1,957
| -2% | -$226K | 0.15% | 123 |
|
|
2024
Q2 | $12.1M | Sell |
120,944
-1,123
| -0.9% | -$113K | 0.14% | 131 |
|
|
2024
Q1 | $11.8M | Sell |
122,067
-2,908
| -2% | -$281K | 0.13% | 143 |
|
|
2023
Q4 | $12.1M | Sell |
124,975
-4,928
| -4% | -$478K | 0.14% | 136 |
|
|
2023
Q3 | $11.5M | Sell |
129,903
-3,520
| -3% | -$311K | 0.15% | 134 |
|
|
2023
Q2 | $12M | Buy |
133,423
+1,921
| +1% | +$172K | 0.15% | 130 |
|
|
2023
Q1 | $12.7M | Sell |
131,502
-7,415
| -5% | -$715K | 0.17% | 117 |
|
|
2022
Q4 | $14.3M | Buy |
138,917
+2,194
| +2% | +$226K | 0.19% | 104 |
|
|
2022
Q3 | $12.7M | Sell |
136,723
-551
| -0.4% | -$51.3K | 0.18% | 96 |
|
|
2022
Q2 | $14.7M | Sell |
137,274
-5,215
| -4% | -$559K | 0.19% | 84 |
|
|
2022
Q1 | $15.9M | Buy |
142,489
+1,813
| +1% | +$202K | 0.17% | 95 |
|
|
2021
Q4 | $14.8M | Buy |
+140,676
| New | +$14.8M | 0.15% | 112 |
|