EGM
Engineers Gate Manager’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
12,654
-8,172
| -39% | -$964K | 0.02% | 894 |
|
|
2025
Q1 | $2.54M | Sell |
20,826
-134,693
| -87% | -$16.4M | 0.04% | 602 |
|
|
2024
Q4 | $16.8M | Buy |
155,519
+148,827
| +2,224% | +$16M | 0.29% | 57 |
|
|
2024
Q3 | $772K | Buy |
+6,692
| New | +$772K | 0.02% | 1155 |
|
|
2024
Q2 | – | Sell |
-3,719
| Closed | -$360K | – | 2001 |
|
|
2024
Q1 | $360K | Buy |
+3,719
| New | +$360K | 0.01% | 1371 |
|
|
2023
Q3 | – | Sell |
-9,718
| Closed | -$872K | – | 1861 |
|
|
2023
Q2 | $872K | Sell |
9,718
-8,533
| -47% | -$766K | 0.03% | 764 |
|
|
2023
Q1 | $1.76M | Buy |
+18,251
| New | +$1.76M | 0.07% | 348 |
|
|
2022
Q4 | – | Sell |
-25,055
| Closed | -$2.33M | – | 1757 |
|
|
2022
Q3 | $2.33M | Buy |
+25,055
| New | +$2.33M | 0.15% | 159 |
|
|
2022
Q1 | – | Sell |
-36,587
| Closed | -$3.84M | – | 1956 |
|
|
2021
Q4 | $3.84M | Buy |
36,587
+16,770
| +85% | +$1.76M | 0.17% | 126 |
|
|
2021
Q3 | $1.93M | Buy |
19,817
+17,007
| +605% | +$1.66M | 0.11% | 248 |
|
|
2021
Q2 | $277K | Sell |
2,810
-13,890
| -83% | -$1.37M | 0.02% | 1184 |
|
|
2021
Q1 | $1.61M | Buy |
16,700
+10,803
| +183% | +$1.04M | 0.08% | 360 |
|
|
2020
Q4 | $540K | Buy |
+5,897
| New | +$540K | 0.02% | 934 |
|
|
2020
Q3 | – | Sell |
-70,980
| Closed | -$5.67M | – | 1747 |
|
|
2020
Q2 | $5.67M | Buy |
70,980
+63,491
| +848% | +$5.07M | 0.29% | 45 |
|
|
2020
Q1 | $606K | Sell |
7,489
-1,482
| -17% | -$120K | 0.04% | 673 |
|
|
2019
Q4 | $818K | Buy |
+8,971
| New | +$818K | 0.04% | 748 |
|
|
2019
Q3 | – | Sell |
-23,593
| Closed | -$2.08M | – | 1431 |
|
|
2019
Q2 | $2.08M | Buy |
23,593
+20,995
| +808% | +$1.85M | 0.11% | 293 |
|
|
2019
Q1 | $234K | Buy |
+2,598
| New | +$234K | 0.01% | 795 |
|
|
2018
Q1 | – | Sell |
-15,850
| Closed | -$1.33M | – | 828 |
|
|
2017
Q4 | $1.33M | Buy |
15,850
+895
| +6% | +$75.3K | 0.09% | 398 |
|
|
2017
Q3 | $1.26M | Buy |
+14,955
| New | +$1.26M | 0.11% | 377 |
|
|
2016
Q4 | – | Sell |
-11,162
| Closed | -$893K | – | 621 |
|
|
2016
Q3 | $893K | Buy |
+11,162
| New | +$893K | 0.09% | 350 |
|
|
2015
Q3 | – | Sell |
-2,983
| Closed | -$211K | – | 721 |
|
|
2015
Q2 | $211K | Sell |
2,983
-4,883
| -62% | -$345K | 0.02% | 903 |
|
|
2015
Q1 | $604K | Sell |
7,866
-3,734
| -32% | -$287K | 0.08% | 459 |
|
|
2014
Q4 | $969K | Buy |
+11,600
| New | +$969K | 0.28% | 90 |
|