GIA
Guyasuta Investment Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
5,729
-136
| -2% | -$16K | 0.04% | 146 |
|
|
2025
Q1 | $715K | Hold |
5,865
| – | – | 0.05% | 135 |
|
|
2024
Q4 | $632K | Hold |
5,865
| – | – | 0.04% | 153 |
|
|
2024
Q3 | $676K | Sell |
5,865
-226
| -4% | -$26.1K | 0.04% | 149 |
|
|
2024
Q2 | $591K | Hold |
6,091
| – | – | 0.04% | 142 |
|
|
2024
Q1 | $591K | Hold |
6,091
| – | – | 0.04% | 142 |
|
|
2023
Q4 | $591K | Sell |
6,091
-155
| -2% | -$15K | 0.04% | 142 |
|
|
2023
Q3 | $551K | Sell |
6,246
-225
| -3% | -$19.9K | 0.04% | 143 |
|
|
2023
Q2 | $581K | Sell |
6,471
-300
| -4% | -$26.9K | 0.04% | 144 |
|
|
2023
Q1 | $653K | Sell |
6,771
-205
| -3% | -$19.8K | 0.05% | 131 |
|
|
2022
Q4 | $718K | Buy |
6,976
+2,000
| +40% | +$206K | 0.06% | 120 |
|
|
2022
Q3 | $463K | Buy |
4,976
+300
| +6% | +$27.9K | 0.04% | 148 |
|
|
2022
Q2 | $501K | Sell |
4,676
-490
| -9% | -$52.5K | 0.04% | 170 |
|
|
2022
Q1 | $577K | Buy |
5,166
+415
| +9% | +$46.4K | 0.04% | 174 |
|
|
2021
Q4 | $498K | Buy |
4,751
+120
| +3% | +$12.6K | 0.03% | 192 |
|
|
2021
Q3 | $452K | Buy |
4,631
+490
| +12% | +$47.8K | 0.03% | 192 |
|
|
2021
Q2 | $409K | Hold |
4,141
| – | – | 0.03% | 196 |
|
|
2021
Q1 | $400K | Buy |
4,141
+567
| +16% | +$54.8K | 0.03% | 189 |
|
|
2020
Q4 | $327K | Sell |
3,574
-6
| -0.2% | -$549 | 0.03% | 189 |
|
|
2020
Q3 | $317K | Buy |
3,580
+121
| +3% | +$10.7K | 0.03% | 178 |
|
|
2020
Q2 | $276K | Hold |
3,459
| – | – | 0.03% | 181 |
|
|
2020
Q1 | $280K | Buy |
3,459
+381
| +12% | +$30.8K | 0.03% | 159 |
|
|
2019
Q4 | $281K | Buy |
3,078
+685
| +29% | +$62.5K | 0.03% | 184 |
|
|
2019
Q3 | $229K | Buy |
+2,393
| New | +$229K | 0.02% | 191 |
|