Atalanta Sosnoff Capital’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
Q3
$414K Sell
2025
Q2
$404K Buy
2025
Q1
$403K Buy
2024
Q4
$303K Sell
2024
Q3
$339K Hold
2024
Q2
$294K Sell
2024
Q1
$296K Sell
2023
Q4
$301K Sell
2023
Q3
$292K Buy
2016
Q4
Sell
2016
Q3
$18.7M Buy
2015
Q4
Sell
2015
Q3
$1.64M Buy