SeaCrest Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $594K | Sell |
4,690
-270
| -5% | -$34.1K | 0.07% | 251 |
|
|
2026
Q1 | $649K | Sell |
4,960
-35
| -0.7% | -$4.38K | 0.07% | 265 |
|
|
2025
Q4 | $580K | Hold |
4,995
| – | – | 0.06% | 286 |
|
|
2025
Q3 | $626K | Sell |
4,995
-75
| -1% | -$9.1K | 0.07% | 270 |
|
|
2025
Q2 | $598K | Sell |
5,070
-1,135
| -18% | -$134K | 0.07% | 269 |
|
|
2025
Q1 | $757K | Buy |
6,205
+230
| +4% | +$26.2K | 0.09% | 231 |
|
|
2024
Q4 | $644K | Buy |
5,975
+136
| +2% | +$15.4K | 0.07% | 276 |
|
|
2024
Q3 | $673K | Sell |
5,839
-254
| -4% | -$28.3K | 0.07% | 276 |
|
|
2024
Q2 | $611K | Buy |
6,093
+98
| +2% | +$9.8K | 0.07% | 274 |
|
|
2024
Q1 | $580K | Sell |
5,995
-4,220
| -41% | -$400K | 0.07% | 284 |
|
|
2023
Q4 | $1.01M | Buy |
10,215
+226
| +2% | +$20.6K | 0.12% | 169 |
|
|
2023
Q3 | $882K | Buy |
9,989
+83
| +0.8% | +$7.61K | 0.11% | 186 |
|
|
2023
Q2 | $889K | Buy |
9,906
+557
| +6% | +$52.6K | 0.11% | 191 |
|
|
2023
Q1 | $902K | Buy |
9,349
+299
| +3% | +$29.5K | 0.12% | 185 |
|
|
2022
Q4 | $932K | Sell |
9,050
-208
| -2% | -$20K | 0.13% | 177 |
|
|
2022
Q3 | $861K | Sell |
9,258
-1,331
| -13% | -$143K | 0.13% | 173 |
|
|
2022
Q2 | $1.14M | Buy |
10,589
+504
| +5% | +$55.4K | 0.14% | 147 |
|
|
2022
Q1 | $1.13M | Sell |
10,085
-437
| -4% | -$45.4K | 0.13% | 171 |
|
|
2021
Q4 | $1.1M | Buy |
10,522
+409
| +4% | +$41.5K | 0.12% | 171 |
|
|
2021
Q3 | $987K | Buy |
10,113
+1,069
| +12% | +$111K | 0.12% | 187 |
|
|
2021
Q2 | $893K | Buy |
9,044
+67
| +0.7% | +$6.73K | 0.11% | 210 |
|
|
2021
Q1 | $867K | Sell |
8,977
-214
| -2% | -$19.5K | 0.11% | 196 |
|
|
2020
Q4 | $842K | Sell |
9,191
-90
| -1% | -$8.32K | 0.12% | 183 |
|
|
2020
Q3 | $822K | Sell |
9,281
-111
| -1% | -$9.15K | 0.13% | 172 |
|
|
2020
Q2 | $750K | Sell |
9,392
-157
| -2% | -$13.3K | 0.13% | 178 |
|
|
2020
Q1 | $772K | Buy |
9,549
+724
| +8% | +$66.5K | 0.17% | 137 |
|
|
2019
Q4 | $805K | Buy |
8,825
+615
| +7% | +$56.4K | 0.13% | 174 |
|
|
2019
Q3 | $787K | Buy |
8,210
+107
| +1% | +$9.74K | 0.15% | 171 |
|
|
2019
Q2 | $715K | Buy |
8,103
+486
| +6% | +$43K | 0.15% | 171 |
|
|
2019
Q1 | $686K | Sell |
7,617
-340
| -4% | -$30K | 0.12% | 178 |
|
|
2018
Q4 | $687K | Buy |
7,957
+936
| +13% | +$79.7K | 0.14% | 159 |
|
|
2018
Q3 | $562K | Sell |
7,021
-356
| -5% | -$28.8K | 0.1% | 228 |
|
|
2018
Q2 | $583K | Sell |
7,377
-134
| -2% | -$10.3K | 0.11% | 216 |
|
|
2018
Q1 | $582K | Sell |
7,511
-98
| -1% | -$7.58K | 0.11% | 204 |
|
|
2017
Q4 | $640K | Buy |
+7,609
| New | +$665K | 0.12% | 185 |
|
Other funds holding DUK
SP
COPPSERS
BCWM
FWIA
ETC
ORIO
SeaCrest Wealth Management's DUK Position: Q2 2026 in Review
SeaCrest Wealth Management reduced its Duke Energy (DUK) stake by 5.4% in Q2 2026, selling an estimated $34.1K and leaving 4,690 shares worth $594K. The position accounts for 0.07% of the portfolio, ranked #251.
SeaCrest Wealth Management first reported a position in DUK in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.14M in Q2 2022. 897 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- SeaCrest Wealth Management held 4,690 shares of Duke Energy worth $594K as of Q2 2026.
- SeaCrest Wealth Management sold 270 Duke Energy shares in Q2 2026, an estimated $34.1K.
- Duke Energy made up 0.07% of SeaCrest Wealth Management's portfolio in Q2 2026, its #251 holding.
- SeaCrest Wealth Management first reported a position in Duke Energy in Q4 2017 and has held it in 35 quarters since.
- SeaCrest Wealth Management's Duke Energy position peaked at $1.14M in Q2 2022.
- 897 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.