Atalanta Sosnoff Capital’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 | $404K | Buy |
3,427
+125
| +4% | +$14.8K | 0.01% | 80 |
|
|
2025
Q1 | $403K | Buy |
3,302
+492
| +18% | +$60K | 0.01% | 78 |
|
|
2024
Q4 | $303K | Sell |
2,810
-128
| -4% | -$13.8K | 0.01% | 86 |
|
|
2024
Q3 | $339K | Hold |
2,938
| – | – | 0.01% | 86 |
|
|
2024
Q2 | $294K | Sell |
2,938
-125
| -4% | -$12.5K | 0.01% | 77 |
|
|
2024
Q1 | $296K | Sell |
3,063
-34
| -1% | -$3.29K | 0.01% | 91 |
|
|
2023
Q4 | $301K | Sell |
3,097
-211
| -6% | -$20.5K | 0.01% | 85 |
|
|
2023
Q3 | $292K | Buy |
+3,308
| New | +$292K | 0.01% | 86 |
|
|
2016
Q4 | – | Sell |
-233,056
| Closed | -$18.7M | – | 107 |
|
|
2016
Q3 | $18.7M | Buy |
+233,056
| New | +$18.7M | 0.65% | 55 |
|
|
2015
Q4 | – | Sell |
-22,765
| Closed | -$1.64M | – | 94 |
|
|
2015
Q3 | $1.64M | Buy |
+22,765
| New | +$1.64M | 0.05% | 72 |
|