Princeton Global Asset Management’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 | $133K | Buy |
1,124
+384
| +52% | +$45.3K | 0.02% | 221 |
|
|
2025
Q1 | $90.3K | Sell |
740
-449
| -38% | -$54.8K | 0.02% | 237 |
|
|
2024
Q4 | $128K | Sell |
1,189
-215
| -15% | -$23.2K | 0.02% | 218 |
|
|
2024
Q3 | $162K | Buy |
1,404
+432
| +44% | +$49.8K | 0.03% | 199 |
|
|
2024
Q2 | $97.4K | Buy |
972
+412
| +74% | +$41.3K | 0.02% | 218 |
|
|
2024
Q1 | $54.2K | Hold |
560
| – | – | 0.01% | 253 |
|
|
2023
Q4 | $54.3K | Hold |
560
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $49.4K | Hold |
560
| – | – | 0.01% | 251 |
|
|
2023
Q2 | $50.3K | Sell |
560
-21
| -4% | -$1.89K | 0.01% | 258 |
|
|
2023
Q1 | $56K | Buy |
581
+21
| +4% | +$2.03K | 0.02% | 252 |
|
|
2022
Q4 | $58K | Hold |
560
| – | – | 0.02% | 226 |
|
|
2022
Q3 | $52K | Hold |
560
| – | – | 0.02% | 235 |
|
|
2022
Q2 | $60K | Sell |
560
-500
| -47% | -$53.6K | 0.02% | 235 |
|
|
2022
Q1 | $118K | Hold |
1,060
| – | – | 0.03% | 193 |
|
|
2021
Q4 | $111K | Hold |
1,060
| – | – | 0.03% | 199 |
|
|
2021
Q3 | $103K | Buy |
1,060
+135
| +15% | +$13.1K | 0.03% | 198 |
|
|
2021
Q2 | $91K | Sell |
925
-375
| -29% | -$36.9K | 0.03% | 212 |
|
|
2021
Q1 | $125K | Sell |
1,300
-200
| -13% | -$19.2K | 0.04% | 186 |
|
|
2020
Q4 | $137K | Buy |
1,500
+200
| +15% | +$18.3K | 0.05% | 180 |
|
|
2020
Q3 | $115K | Sell |
1,300
-398
| -23% | -$35.2K | 0.05% | 173 |
|
|
2020
Q2 | $135K | Sell |
1,698
-500
| -23% | -$39.8K | 0.04% | 195 |
|
|
2020
Q1 | $178K | Sell |
2,198
-1,010
| -31% | -$81.8K | 0.08% | 159 |
|
|
2019
Q4 | $293 | Buy |
3,208
+1,408
| +78% | +$129 | 0.12% | 136 |
|
|
2019
Q3 | $174K | Hold |
1,800
| – | – | 0.1% | 153 |
|
|
2019
Q2 | $159K | Sell |
1,800
-400
| -18% | -$35.3K | 0.1% | 153 |
|
|
2019
Q1 | $198K | Buy |
+2,200
| New | +$198K | 0.14% | 137 |
|