Sage Mountain Advisors’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 | $430K | Sell |
3,648
-196
| -5% | -$23.1K | 0.03% | 264 |
|
|
2025
Q1 | $469K | Buy |
+3,844
| New | +$469K | 0.03% | 232 |
|
|
2024
Q4 | – | Sell |
-2,115
| Closed | -$244K | – | 488 |
|
|
2024
Q3 | $244K | Sell |
2,115
-1,313
| -38% | -$151K | 0.02% | 336 |
|
|
2024
Q2 | $344K | Buy |
3,428
+308
| +10% | +$30.9K | 0.03% | 230 |
|
|
2024
Q1 | $302K | Sell |
3,120
-475
| -13% | -$45.9K | 0.03% | 239 |
|
|
2023
Q4 | $349K | Sell |
3,595
-696
| -16% | -$67.5K | 0.04% | 179 |
|
|
2023
Q3 | $379K | Buy |
4,291
+145
| +3% | +$12.8K | 0.05% | 150 |
|
|
2023
Q2 | $372K | Sell |
4,146
-212
| -5% | -$19K | 0.05% | 152 |
|
|
2023
Q1 | $420K | Buy |
4,358
+2,197
| +102% | +$212K | 0.07% | 121 |
|
|
2022
Q4 | $223K | Buy |
+2,161
| New | +$223K | 0.05% | 144 |
|