Kings Point Capital Management’s Duke Energy DUK Stock Holding History

Kings Point Capital Management’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$650K	Sell	5,818 -5	-0.1%	-$559	0.06%	122
2021 Q4	$611K	Buy	5,823 +258	+5%	+$27.1K	0.05%	131
2021 Q3	$543K	Hold	5,565	–	–	0.05%	134
2021 Q2	$549K	Buy	5,565 +8	+0.1%	+$789	0.05%	131
2021 Q1	$536K	Sell	5,557 -80	-1%	-$7.72K	0.05%	129
2020 Q4	$516K	Buy	5,637 +80	+1%	+$7.32K	0.06%	128
2020 Q3	$492K	Buy	5,557 +50	+0.9%	+$4.43K	0.06%	128
2020 Q2	$440K	Sell	5,507 -548	-9%	-$43.8K	0.06%	121
2020 Q1	$490K	Buy	6,055 +900	+17%	+$72.8K	0.09%	112
2019 Q4	$470K	Sell	5,155 -778	-13%	-$70.9K	0.07%	128
2019 Q3	$569K	Buy	5,933 +1,584	+36%	+$152K	0.1%	114
2019 Q2	$384K	Buy	4,349 +757	+21%	+$66.8K	0.07%	116
2019 Q1	$323K	Hold	3,592	–	–	0.06%	116
2018 Q4	$310K	Hold	3,592	–	–	0.07%	119
2018 Q3	$287K	Hold	3,592	–	–	0.05%	133
2018 Q2	$284K	Hold	3,592	–	–	0.06%	132
2018 Q1	$278K	Buy	3,592 +291	+9%	+$22.5K	0.06%	132
2017 Q4	$278K	Sell	3,301 -320	-9%	-$26.9K	0.06%	130
2017 Q3	$304K	Buy	3,621 +571	+19%	+$47.9K	0.07%	130
2017 Q2	$255K	Hold	3,050	–	–	0.06%	129
2017 Q1	$250K	Hold	3,050	–	–	0.06%	126
2016 Q4	$237K	Sell	3,050 -500	-14%	-$38.9K	0.06%	120
2016 Q3	$284K	Hold	3,550	–	–	0.08%	103
2016 Q2	$305K	Buy	3,550 +300	+9%	+$25.8K	0.08%	98
2016 Q1	$262K	Hold	3,250	–	–	0.07%	101
2015 Q4	$232K	Sell	3,250 -65	-2%	-$4.64K	0.06%	109
2015 Q3	$238K	Sell	3,315 -110	-3%	-$7.9K	0.06%	115
2015 Q2	$242K	Buy	3,425 +375	+12%	+$26.5K	0.06%	118
2015 Q1	$234K	Buy	3,050 +333	+12%	+$25.5K	0.06%	116
2014 Q4	$227K	Hold	2,717	–	–	0.06%	104
2014 Q3	$203K	Sell	2,717 -83	-3%	-$6.2K	0.06%	106
2014 Q2	$208K	Hold	2,800	–	–	0.06%	103
2014 Q1	$199K	Hold	2,800	–	–	0.06%	101
2013 Q4	$193K	Hold	2,800	–	–	0.07%	96
2013 Q3	$187K	Hold	2,800	–	–	0.07%	98
2013 Q2	$189K	Buy	+2,800	New	+$189K	0.08%	103