David Katz - Matrix Asset Advisors
Holding/activity history for Duke Energy (DUK)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 0 | 0 | Sell 100.00% | 0.78 | |
| 2024 Q2 | 64,933 | 0.78 | Reduce 0.46% | 0.00 | $100.23 |
| 2024 Q1 | 65,230 | 0.75 | Add 339.26% | 0.58 | $96.70 |
| 2023 Q4 | 14,850 | 0.18 | Buy | 0.18 | $97.04 |
| 2021 Q3 | 0 | 0 | Sell 100.00% | 0.75 | |
| 2021 Q2 | 52,978 | 0.75 | Reduce 33.90% | 0.38 | $98.72 |
| 2021 Q1 | 80,144 | 1.15 | Add 7.10% | 0.08 | $96.53 |
| 2020 Q4 | 74,830 | 1.16 | Add 0.26% | 0.00 | $91.55 |
| 2020 Q3 | 74,637 | 1.29 | Add 32.08% | 0.31 | $88.56 |
| 2020 Q2 | 56,510 | 0.87 | Add 36.52% | 0.23 | $79.90 |
| 2020 Q1 | 41,393 | 0.76 | Buy | 0.76 | $80.88 |