Sargent Investment Group’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
Q2 | $2.75M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $739K | Buy |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $324K | Sell |
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|
2024
Q1 | $314K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Hold |
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|
2019
Q3 | $223K | Hold |
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|
2019
Q2 | $205K | Hold |
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|
2019
Q1 | $209K | Hold |
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|
2018
Q4 | $201K | Buy |
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