Crescent Sterling’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 | $750K | Sell |
6,353
-125
| -2% | -$14.8K | 0.84% | 36 |
|
|
2025
Q1 | $790K | Hold |
6,478
| – | – | 0.81% | 37 |
|
|
2024
Q4 | $698K | Hold |
6,478
| – | – | 0.72% | 43 |
|
|
2024
Q3 | $747K | Buy |
6,478
+24
| +0.4% | +$2.77K | 0.71% | 42 |
|
|
2024
Q2 | $647K | Sell |
6,454
-1,034
| -14% | -$104K | 0.62% | 47 |
|
|
2024
Q1 | $724K | Buy |
7,488
+272
| +4% | +$26.3K | 0.66% | 43 |
|
|
2023
Q4 | $700K | Buy |
7,216
+35
| +0.5% | +$3.4K | 0.7% | 40 |
|
|
2023
Q3 | $634K | Buy |
7,181
+553
| +8% | +$48.8K | 0.67% | 41 |
|
|
2023
Q2 | $595K | Buy |
6,628
+321
| +5% | +$28.8K | 0.56% | 45 |
|
|
2023
Q1 | $608K | Buy |
6,307
+1,937
| +44% | +$187K | 0.59% | 44 |
|
|
2022
Q4 | $450K | Buy |
+4,370
| New | +$450K | 0.48% | 50 |
|