Sanders Morris Harris’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 | $266K | Hold |
2,250
| – | – | 0.06% | 112 |
|
|
2025
Q1 | $274K | Hold |
2,250
| – | – | 0.04% | 219 |
|
|
2024
Q4 | $244K | Sell |
2,250
-400
| -15% | -$43.3K | 0.04% | 246 |
|
|
2024
Q3 | $306K | Hold |
2,650
| – | – | 0.05% | 210 |
|
|
2024
Q2 | $266K | Hold |
2,650
| – | – | 0.04% | 226 |
|
|
2024
Q1 | $256K | Buy |
+2,650
| New | +$256K | 0.05% | 223 |
|
|
2023
Q4 | – | Sell |
-2,650
| Closed | -$234K | – | 187 |
|
|
2023
Q3 | $234K | Hold |
2,650
| – | – | 0.05% | 217 |
|
|
2023
Q2 | $238K | Hold |
2,650
| – | – | 0.05% | 214 |
|
|
2023
Q1 | $256K | Hold |
2,650
| – | – | 0.09% | 107 |
|
|
2022
Q4 | $273K | Hold |
2,650
| – | – | 0.1% | 162 |
|
|
2022
Q3 | $247K | Hold |
2,650
| – | – | 0.06% | 226 |
|
|
2022
Q2 | $284K | Hold |
2,650
| – | – | 0.06% | 220 |
|
|
2022
Q1 | $296K | Hold |
2,650
| – | – | 0.06% | 228 |
|
|
2021
Q4 | $278K | Hold |
2,650
| – | – | 0.05% | 241 |
|
|
2021
Q3 | $258K | Hold |
2,650
| – | – | 0.05% | 250 |
|
|
2021
Q2 | $261K | Sell |
2,650
-492
| -16% | -$48.5K | 0.05% | 256 |
|
|
2021
Q1 | $303K | Buy |
3,142
+492
| +19% | +$47.4K | 0.06% | 227 |
|
|
2020
Q4 | $243K | Sell |
2,650
-100
| -4% | -$9.17K | 0.06% | 239 |
|
|
2020
Q3 | $243K | Hold |
2,750
| – | – | 0.07% | 222 |
|
|
2020
Q2 | $220K | Buy |
+2,750
| New | +$220K | 0.11% | 105 |
|
|
2016
Q2 | – | Sell |
-3,606
| Closed | -$292K | – | 262 |
|
|
2016
Q1 | $292K | Buy |
+3,606
| New | +$292K | 0.05% | 247 |
|