Greystone Financial Group’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 | $9.82M | Buy |
+83,186
| New | +$9.82M | 1.62% | 27 |
|
|
2024
Q1 | – | Sell |
-65,487
| Closed | -$6.35M | – | 114 |
|
|
2023
Q4 | $6.35M | Sell |
65,487
-6,398
| -9% | -$621K | 1.47% | 28 |
|
|
2023
Q3 | $6.34M | Sell |
71,885
-3,379
| -4% | -$298K | 1.58% | 28 |
|
|
2023
Q2 | $6.75M | Buy |
75,264
+1,672
| +2% | +$150K | 1.57% | 30 |
|
|
2023
Q1 | $7.1M | Buy |
73,592
+2,480
| +3% | +$239K | 1.79% | 28 |
|
|
2022
Q4 | $7.32M | Buy |
71,112
+792
| +1% | +$81.6K | 2.15% | 28 |
|
|
2022
Q3 | $6.54M | Sell |
70,320
-4,619
| -6% | -$430K | 2.22% | 29 |
|
|
2022
Q2 | $8.03M | Sell |
74,939
-1,109
| -1% | -$119K | 2.5% | 16 |
|
|
2022
Q1 | $8.49M | Buy |
76,048
+2,516
| +3% | +$281K | 2.15% | 18 |
|
|
2021
Q4 | $7.71M | Buy |
73,532
+17,256
| +31% | +$1.81M | 1.85% | 27 |
|
|
2021
Q3 | $5.49M | Sell |
56,276
-14,417
| -20% | -$1.41M | 1.63% | 26 |
|
|
2021
Q2 | $6.98M | Buy |
70,693
+384
| +0.5% | +$37.9K | 1.74% | 27 |
|
|
2021
Q1 | $7.29M | Buy |
+70,309
| New | +$7.29M | 1.83% | 18 |
|