Allen Capital Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.48M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $907K | Buy |
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|
2023
Q4 | $531K | Buy |
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|
2023
Q3 | $440K | Hold |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $497K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $520K | Buy |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q3 | $355K | Sell |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $383K | Sell |
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|
2020
Q4 | $375K | Hold |
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|
2020
Q3 | $381K | Buy |
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|
2020
Q2 | $288K | Hold |
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|
2020
Q1 | $292K | Sell |
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|
2019
Q4 | $358K | Sell |
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|
2019
Q3 | $379K | Sell |
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|
2019
Q2 | $360K | Sell |
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|
2019
Q1 | $381K | Hold |
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|
2018
Q4 | $362K | Hold |
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|
2018
Q3 | $339K | Hold |
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|
2018
Q2 | $335K | Sell |
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|
2018
Q1 | $348K | Sell |
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|
2017
Q4 | $388K | Buy |
|