SevenBridge Financial Group’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 | $4.3M | Buy |
34,582
+5,294
| +18% | +$659K | 0.76% | 35 |
|
|
2025
Q1 | $3.39M | Buy |
29,288
+6,405
| +28% | +$742K | 0.67% | 47 |
|
|
2024
Q4 | $2.67M | Buy |
22,883
+7,805
| +52% | +$911K | 0.51% | 64 |
|
|
2024
Q3 | $1.7M | Buy |
15,078
+1,391
| +10% | +$156K | 0.33% | 80 |
|
|
2024
Q2 | $1.55M | Buy |
13,687
+3,220
| +31% | +$364K | 0.34% | 79 |
|
|
2024
Q1 | $1.05M | Buy |
10,467
+1,827
| +21% | +$183K | 0.24% | 97 |
|
|
2023
Q4 | $838K | Sell |
8,640
-535
| -6% | -$51.9K | 0.2% | 103 |
|
|
2023
Q3 | $810K | Sell |
9,175
-1,058
| -10% | -$93.4K | 0.21% | 102 |
|
|
2023
Q2 | $918K | Sell |
10,233
-92
| -0.9% | -$8.26K | 0.24% | 98 |
|
|
2023
Q1 | $996K | Buy |
10,325
+299
| +3% | +$28.8K | 0.27% | 91 |
|
|
2022
Q4 | $1.03M | Buy |
10,026
+3,623
| +57% | +$373K | 0.3% | 85 |
|
|
2022
Q3 | $596K | Buy |
6,403
+355
| +6% | +$33K | 0.2% | 99 |
|
|
2022
Q2 | $648K | Buy |
6,048
+695
| +13% | +$74.5K | 0.26% | 83 |
|
|
2022
Q1 | $598K | Buy |
5,353
+1,872
| +54% | +$209K | 0.21% | 90 |
|
|
2021
Q4 | $365K | Buy |
+3,481
| New | +$365K | 0.11% | 127 |
|
|
2019
Q3 | – | Sell |
-38
| Closed | -$3K | – | 241 |
|
|
2019
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 546 |
|
|
2019
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 515 |
|
|
2018
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 483 |
|
|
2018
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 518 |
|
|
2018
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 528 |
|
|
2018
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 534 |
|
|
2017
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 547 |
|
|
2017
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 549 |
|
|
2017
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 561 |
|
|
2017
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 541 |
|
|
2016
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 559 |
|
|
2016
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 545 |
|
|
2016
Q2 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 643 |
|