Principal Street Partners’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 | $7.05M | Buy |
59,785
+5,475
| +10% | +$646K | 0.69% | 35 |
|
|
2025
Q1 | $6.62M | Buy |
54,310
+1,922
| +4% | +$234K | 1.23% | 22 |
|
|
2024
Q4 | $5.64M | Buy |
52,388
+720
| +1% | +$77.6K | 1.11% | 33 |
|
|
2024
Q3 | $5.94M | Sell |
51,668
-15,448
| -23% | -$1.78M | 0.97% | 35 |
|
|
2024
Q2 | $6.73M | Sell |
67,116
-42
| -0.1% | -$4.21K | 1.2% | 34 |
|
|
2024
Q1 | $6.59M | Buy |
67,158
+14,989
| +29% | +$1.47M | 1.25% | 40 |
|
|
2023
Q4 | $5.06M | Buy |
52,169
+129
| +0.2% | +$12.5K | 1.22% | 32 |
|
|
2023
Q3 | $4.59M | Sell |
52,040
-2,031
| -4% | -$179K | 0.91% | 36 |
|
|
2023
Q2 | $4.85M | Sell |
54,071
-1,654
| -3% | -$148K | 1.15% | 35 |
|
|
2023
Q1 | $5.38M | Buy |
55,725
+249
| +0.4% | +$24K | 1.36% | 27 |
|
|
2022
Q4 | $5.71M | Buy |
55,476
+3,773
| +7% | +$389K | 1.44% | 23 |
|
|
2022
Q3 | $4.81M | Sell |
51,703
-2,332
| -4% | -$217K | 1.28% | 24 |
|
|
2022
Q2 | $5.79M | Sell |
54,035
-466
| -0.9% | -$50K | 1.5% | 16 |
|
|
2022
Q1 | $6.09M | Buy |
54,501
+3,755
| +7% | +$419K | 1.4% | 20 |
|
|
2021
Q4 | $5.32M | Buy |
50,746
+3,023
| +6% | +$317K | 1.28% | 25 |
|
|
2021
Q3 | $4.66M | Sell |
47,723
-653
| -1% | -$63.7K | 1.27% | 33 |
|
|
2021
Q2 | $4.78M | Sell |
48,376
-85,080
| -64% | -$8.4M | 1.26% | 32 |
|
|
2021
Q1 | $12.9M | Buy |
133,456
+83,656
| +168% | +$8.08M | 1.66% | 27 |
|
|
2020
Q4 | $4.56M | Sell |
49,800
-3,798
| -7% | -$348K | 1.4% | 21 |
|
|
2020
Q3 | $4.75M | Sell |
53,598
-2,191
| -4% | -$194K | 1.67% | 16 |
|
|
2020
Q2 | $4.46M | Sell |
55,789
-16,616
| -23% | -$1.33M | 1.66% | 19 |
|
|
2020
Q1 | $5.86M | Sell |
72,405
-11,418
| -14% | -$923K | 2.46% | 6 |
|
|
2019
Q4 | $7.65M | Buy |
83,823
+2,760
| +3% | +$252K | 1.7% | 23 |
|
|
2019
Q3 | $7.77M | Buy |
81,063
+59,158
| +270% | +$5.67M | 1.95% | 13 |
|
|
2019
Q2 | $1.93M | Sell |
21,905
-39,572
| -64% | -$3.49M | 1.07% | 26 |
|
|
2019
Q1 | $5.53M | Buy |
+61,477
| New | +$5.53M | 2.41% | 13 |
|