Matrix Private Capital Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $242K | Hold |
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|
2024
Q3 | $259K | Hold |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Hold |
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|
2023
Q1 | $215K | Buy |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $242K | Sell |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | $235K | Sell |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $213K | Hold |
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|
2020
Q4 | $202K | Buy |
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