SAG
SageView Advisory Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
8,687
-22
| -0.3% | -$2.59K | 0.04% | 238 |
|
|
2025
Q1 | $1.06M | Sell |
8,709
-712
| -8% | -$86.8K | 0.05% | 215 |
|
|
2024
Q4 | $1.02M | Buy |
9,421
+347
| +4% | +$37.4K | 0.04% | 220 |
|
|
2024
Q3 | $1.05M | Sell |
9,074
-4,414
| -33% | -$509K | 0.05% | 189 |
|
|
2024
Q2 | $1.34M | Buy |
13,488
+593
| +5% | +$59.1K | 0.06% | 182 |
|
|
2024
Q1 | $1.25M | Sell |
12,895
-5,428
| -30% | -$525K | 0.06% | 169 |
|
|
2023
Q4 | $1.75M | Buy |
18,323
+4,507
| +33% | +$431K | 0.08% | 164 |
|
|
2023
Q3 | $1.22M | Sell |
13,816
-2,603
| -16% | -$230K | 0.07% | 181 |
|
|
2023
Q2 | $1.47M | Buy |
16,419
+539
| +3% | +$48.4K | 0.08% | 162 |
|
|
2023
Q1 | $1.53M | Buy |
15,880
+11,505
| +263% | +$1.11M | 0.1% | 137 |
|
|
2022
Q4 | $451K | Buy |
+4,375
| New | +$451K | 0.04% | 252 |
|