Zacks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Buy |
7,271
+3,163
| +77% | +$373K | 0.01% | 422 |
|
|
2025
Q1 | $501K | Buy |
4,108
+84
| +2% | +$10.2K | ﹤0.01% | 477 |
|
|
2024
Q4 | $434K | Sell |
4,024
-89
| -2% | -$9.59K | ﹤0.01% | 505 |
|
|
2024
Q3 | $474K | Buy |
4,113
+16
| +0.4% | +$1.85K | ﹤0.01% | 501 |
|
|
2024
Q2 | $411K | Buy |
4,097
+1,575
| +62% | +$158K | ﹤0.01% | 477 |
|
|
2024
Q1 | $244K | Sell |
2,522
-571
| -18% | -$55.2K | ﹤0.01% | 575 |
|
|
2023
Q4 | $300K | Buy |
+3,093
| New | +$300K | ﹤0.01% | 526 |
|
|
2022
Q4 | – | Sell |
-2,324
| Closed | -$216K | – | 615 |
|
|
2022
Q3 | $216K | Sell |
2,324
-305
| -12% | -$28.3K | ﹤0.01% | 526 |
|
|
2022
Q2 | $282K | Buy |
2,629
+798
| +44% | +$85.6K | ﹤0.01% | 496 |
|
|
2022
Q1 | $204K | Buy |
+1,831
| New | +$204K | ﹤0.01% | 575 |
|
|
2021
Q4 | – | Sell |
-2,093
| Closed | -$204K | – | 633 |
|
|
2021
Q3 | $204K | Buy |
+2,093
| New | +$204K | ﹤0.01% | 577 |
|