SIA
Schechter Investment Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.32M | Sell |
10,848
-218
| -2% | -$26.6K | 0.11% | 181 |
|
|
2024
Q4 | $1.19M | Sell |
11,066
-165
| -1% | -$17.8K | 0.09% | 209 |
|
|
2024
Q3 | $1.29M | Sell |
11,231
-50
| -0.4% | -$5.77K | 0.1% | 199 |
|
|
2024
Q2 | $1.13M | Buy |
11,281
+37
| +0.3% | +$3.71K | 0.09% | 212 |
|
|
2024
Q1 | $1.09M | Buy |
11,244
+141
| +1% | +$13.6K | 0.08% | 226 |
|
|
2023
Q4 | $1.08M | Buy |
11,103
+173
| +2% | +$16.8K | 0.09% | 217 |
|
|
2023
Q3 | $965K | Buy |
10,930
+2,026
| +23% | +$179K | 0.09% | 228 |
|
|
2023
Q2 | $799K | Sell |
8,904
-1,151
| -11% | -$103K | 0.07% | 286 |
|
|
2023
Q1 | $970K | Sell |
10,055
-1,316
| -12% | -$127K | 0.09% | 261 |
|
|
2022
Q4 | $1.17M | Buy |
11,371
+842
| +8% | +$86.7K | 0.11% | 241 |
|
|
2022
Q3 | $979K | Buy |
10,529
+248
| +2% | +$23.1K | 0.1% | 282 |
|
|
2022
Q2 | $1.1M | Sell |
10,281
-1,210
| -11% | -$130K | 0.11% | 253 |
|
|
2022
Q1 | $1.28M | Buy |
11,491
+954
| +9% | +$106K | 0.12% | 215 |
|
|
2021
Q4 | $1.11M | Buy |
+10,537
| New | +$1.11M | 0.1% | 267 |
|