CFIA
Cantor Fitzgerald Investment Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
119,856
-991
| -0.8% | -$117K | 1% | 36 |
|
|
2025
Q1 | $14.7M | Sell |
120,847
-15,002
| -11% | -$1.83M | 1.07% | 35 |
|
|
2024
Q4 | $14.6M | Buy |
135,849
+1,113
| +0.8% | +$120K | 1.01% | 44 |
|
|
2024
Q3 | $15.5M | Sell |
134,736
-231
| -0.2% | -$26.6K | 1.06% | 41 |
|
|
2024
Q2 | $13.5M | Sell |
134,967
-3,359
| -2% | -$337K | 1.04% | 41 |
|
|
2024
Q1 | $13.4M | Buy |
138,326
+24,363
| +21% | +$2.36M | 0.99% | 43 |
|
|
2023
Q4 | $11.1M | Buy |
+113,963
| New | +$11.1M | 0.85% | 51 |
|
|
2022
Q1 | $25M | Buy |
224,286
+111,890
| +100% | +$12.5M | 1.12% | 28 |
|
|
2021
Q4 | $11.8M | Buy |
112,396
+2,249
| +2% | +$236K | 0.71% | 36 |
|
|
2021
Q3 | $10.8M | Buy |
110,147
+1,266
| +1% | +$124K | 0.8% | 40 |
|
|
2021
Q2 | $10.7M | Buy |
+108,881
| New | +$10.7M | 0.79% | 39 |
|