Sage Mountain Advisors’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
Q3 | $909K | Buy |
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|
2025
Q2 | $430K | Sell |
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|
2025
Q1 | $469K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $244K | Sell |
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|
2024
Q2 | $344K | Buy |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $349K | Sell |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $372K | Sell |
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|
2023
Q1 | $420K | Buy |
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|
2022
Q4 | $223K | Buy |
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