Belpointe Asset 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 | $1.1M | Sell |
9,292
-1,116
| -11% | -$132K | 0.05% | 331 |
|
|
2025
Q1 | $1.27M | Sell |
10,408
-82
| -0.8% | -$10K | 0.07% | 279 |
|
|
2024
Q4 | $1.2M | Sell |
10,490
-24
| -0.2% | -$2.73K | 0.07% | 271 |
|
|
2024
Q3 | $1.21M | Buy |
10,514
+3,525
| +50% | +$407K | 0.07% | 269 |
|
|
2024
Q2 | $701K | Sell |
6,989
-314
| -4% | -$31.5K | 0.05% | 368 |
|
|
2024
Q1 | $706K | Sell |
7,303
-2,234
| -23% | -$216K | 0.05% | 358 |
|
|
2023
Q4 | $925K | Buy |
9,537
+1,150
| +14% | +$112K | 0.08% | 228 |
|
|
2023
Q3 | $740K | Buy |
8,387
+432
| +5% | +$38.1K | 0.08% | 253 |
|
|
2023
Q2 | $714K | Sell |
7,955
-11,450
| -59% | -$1.03M | 0.08% | 246 |
|
|
2023
Q1 | $1.87M | Buy |
19,405
+112
| +0.6% | +$10.8K | 0.1% | 209 |
|
|
2022
Q4 | $1.99M | Buy |
19,293
+12
| +0.1% | +$1.24K | 0.12% | 172 |
|
|
2022
Q3 | $1.8M | Buy |
19,281
+3,809
| +25% | +$355K | 0.12% | 181 |
|
|
2022
Q2 | $1.66M | Sell |
15,472
-2,275
| -13% | -$244K | 0.11% | 196 |
|
|
2022
Q1 | $1.98M | Buy |
17,747
+453
| +3% | +$50.6K | 0.12% | 176 |
|
|
2021
Q4 | $1.81M | Buy |
17,294
+3,106
| +22% | +$326K | 0.11% | 183 |
|
|
2021
Q3 | $1.38M | Buy |
14,188
+1,416
| +11% | +$138K | 0.09% | 233 |
|
|
2021
Q2 | $1.26M | Buy |
12,772
+1,118
| +10% | +$110K | 0.09% | 241 |
|
|
2021
Q1 | $1.13M | Sell |
11,654
-742
| -6% | -$71.6K | 0.1% | 232 |
|
|
2020
Q4 | $1.14M | Sell |
12,396
-658
| -5% | -$60.2K | 0.1% | 227 |
|
|
2020
Q3 | $1.16M | Buy |
13,054
+907
| +7% | +$80.3K | 0.13% | 177 |
|
|
2020
Q2 | $970K | Sell |
12,147
-4,265
| -26% | -$341K | 0.13% | 177 |
|
|
2020
Q1 | $1.33M | Buy |
16,412
+1,433
| +10% | +$116K | 0.23% | 103 |
|
|
2019
Q4 | $1.37M | Buy |
14,979
+8,594
| +135% | +$783K | 0.17% | 132 |
|
|
2019
Q3 | $612K | Buy |
6,385
+847
| +15% | +$81.2K | 0.1% | 224 |
|
|
2019
Q2 | $489K | Sell |
5,538
-5,250
| -49% | -$464K | 0.1% | 235 |
|
|
2019
Q1 | $971K | Buy |
10,788
+7,163
| +198% | +$645K | 0.19% | 89 |
|
|
2018
Q4 | $313K | Sell |
3,625
-5,619
| -61% | -$485K | 0.08% | 270 |
|
|
2018
Q3 | $740K | Buy |
9,244
+6,682
| +261% | +$535K | 0.12% | 176 |
|
|
2018
Q2 | $203K | Sell |
2,562
-650
| -20% | -$51.5K | 0.06% | 321 |
|
|
2018
Q1 | $249K | Sell |
3,212
-727
| -18% | -$56.4K | 0.07% | 278 |
|
|
2017
Q4 | $331K | Buy |
3,939
+561
| +17% | +$47.1K | 0.07% | 317 |
|
|
2017
Q3 | $283K | Buy |
+3,378
| New | +$283K | 0.07% | 326 |
|