Kings Point Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $650K | Sell |
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|
2021
Q4 | $611K | Buy |
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|
2021
Q3 | $543K | Hold |
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|
2021
Q2 | $549K | Buy |
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|
2021
Q1 | $536K | Sell |
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|
2020
Q4 | $516K | Buy |
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|
2020
Q3 | $492K | Buy |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $490K | Buy |
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|
2019
Q4 | $470K | Sell |
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|
2019
Q3 | $569K | Buy |
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|
2019
Q2 | $384K | Buy |
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|
2019
Q1 | $323K | Hold |
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|
2018
Q4 | $310K | Hold |
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|
2018
Q3 | $287K | Hold |
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|
2018
Q2 | $284K | Hold |
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|
2018
Q1 | $278K | Buy |
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|
2017
Q4 | $278K | Sell |
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|
2017
Q3 | $304K | Buy |
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|
2017
Q2 | $255K | Hold |
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|
2017
Q1 | $250K | Hold |
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|
2016
Q4 | $237K | Sell |
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|
2016
Q3 | $284K | Hold |
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|
2016
Q2 | $305K | Buy |
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|
2016
Q1 | $262K | Hold |
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|
2015
Q4 | $232K | Sell |
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|
2015
Q3 | $238K | Sell |
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|
2015
Q2 | $242K | Buy |
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|
2015
Q1 | $234K | Buy |
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|
2014
Q4 | $227K | Hold |
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|
2014
Q3 | $203K | Sell |
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|
2014
Q2 | $208K | Hold |
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|
2014
Q1 | $199K | Hold |
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|
2013
Q4 | $193K | Hold |
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|
2013
Q3 | $187K | Hold |
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|
2013
Q2 | $189K | Buy |
|