Sigma Planning Corp’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 | $4.86M | Sell |
41,163
-3,055
| -7% | -$360K | 0.15% | 141 |
|
|
2025
Q1 | $5.39M | Sell |
44,218
-2,297
| -5% | -$280K | 0.17% | 116 |
|
|
2024
Q4 | $5.01M | Sell |
46,515
-7,008
| -13% | -$755K | 0.16% | 127 |
|
|
2024
Q3 | $6.17M | Sell |
53,523
-1,964
| -4% | -$226K | 0.19% | 100 |
|
|
2024
Q2 | $5.56M | Buy |
55,487
+2,393
| +5% | +$240K | 0.18% | 113 |
|
|
2024
Q1 | $5.13M | Buy |
53,094
+30,580
| +136% | +$2.96M | 0.16% | 118 |
|
|
2023
Q4 | $2.18M | Sell |
22,514
-26,423
| -54% | -$2.56M | 0.17% | 110 |
|
|
2023
Q3 | $4.32M | Buy |
48,937
+1,699
| +4% | +$150K | 0.16% | 128 |
|
|
2023
Q2 | $4.24M | Sell |
47,238
-1,567
| -3% | -$141K | 0.15% | 129 |
|
|
2023
Q1 | $4.71M | Sell |
48,805
-623
| -1% | -$60.1K | 0.16% | 137 |
|
|
2022
Q4 | $5.09M | Buy |
49,428
+415
| +0.8% | +$42.7K | 0.18% | 122 |
|
|
2022
Q3 | $4.56M | Buy |
49,013
+2,371
| +5% | +$221K | 0.17% | 125 |
|
|
2022
Q2 | $5M | Sell |
46,642
-827
| -2% | -$88.7K | 0.17% | 125 |
|
|
2022
Q1 | $5.3M | Buy |
47,469
+134
| +0.3% | +$15K | 0.16% | 126 |
|
|
2021
Q4 | $4.97M | Buy |
47,335
+1,792
| +4% | +$188K | 0.14% | 158 |
|
|
2021
Q3 | $4.45M | Sell |
45,543
-1,676
| -4% | -$164K | 0.13% | 164 |
|
|
2021
Q2 | $4.66M | Buy |
47,219
+3,811
| +9% | +$376K | 0.14% | 159 |
|
|
2021
Q1 | $4.19M | Buy |
43,408
+3,376
| +8% | +$326K | 0.13% | 185 |
|
|
2020
Q4 | $3.67M | Sell |
40,032
-765
| -2% | -$70K | 0.12% | 178 |
|
|
2020
Q3 | $3.61M | Buy |
40,797
+2,085
| +5% | +$185K | 0.14% | 156 |
|
|
2020
Q2 | $3.09M | Buy |
38,712
+7,008
| +22% | +$560K | 0.14% | 162 |
|
|
2020
Q1 | $2.56M | Buy |
31,704
+5,565
| +21% | +$450K | 0.15% | 144 |
|
|
2019
Q4 | $2.38M | Sell |
26,139
-3,526
| -12% | -$322K | 0.1% | 209 |
|
|
2019
Q3 | $2.84M | Sell |
29,665
-1,211
| -4% | -$116K | 0.14% | 169 |
|
|
2019
Q2 | $2.73M | Buy |
30,876
+2,645
| +9% | +$233K | 0.14% | 167 |
|
|
2019
Q1 | $2.54M | Buy |
28,231
+2,254
| +9% | +$203K | 0.14% | 163 |
|
|
2018
Q4 | $2.24M | Buy |
25,977
+3,311
| +15% | +$286K | 0.16% | 136 |
|
|
2018
Q3 | $1.81M | Buy |
22,666
+266
| +1% | +$21.3K | 0.11% | 197 |
|
|
2018
Q2 | $1.77M | Buy |
22,400
+1,614
| +8% | +$128K | 0.12% | 190 |
|
|
2018
Q1 | $1.61M | Sell |
20,786
-401
| -2% | -$31.1K | 0.12% | 191 |
|
|
2017
Q4 | $1.78M | Buy |
21,187
+2,649
| +14% | +$223K | 0.14% | 181 |
|
|
2017
Q3 | $1.56M | Buy |
18,538
+6,866
| +59% | +$576K | 0.13% | 180 |
|
|
2017
Q2 | $976K | Buy |
11,672
+541
| +5% | +$45.2K | 0.09% | 245 |
|
|
2017
Q1 | $913K | Buy |
11,131
+323
| +3% | +$26.5K | 0.09% | 251 |
|
|
2016
Q4 | $839K | Sell |
10,808
-157
| -1% | -$12.2K | 0.09% | 238 |
|
|
2016
Q3 | $878K | Sell |
10,965
-982
| -8% | -$78.6K | 0.1% | 219 |
|
|
2016
Q2 | $1.03M | Buy |
11,947
+429
| +4% | +$36.8K | 0.13% | 175 |
|
|
2016
Q1 | $929K | Buy |
11,518
+648
| +6% | +$52.3K | 0.13% | 199 |
|
|
2015
Q4 | $776K | Buy |
10,870
+375
| +4% | +$26.8K | 0.11% | 219 |
|
|
2015
Q3 | $755K | Buy |
10,495
+86
| +0.8% | +$6.19K | 0.12% | 206 |
|
|
2015
Q2 | $735K | Buy |
10,409
+3,015
| +41% | +$213K | 0.1% | 240 |
|
|
2015
Q1 | $568K | Sell |
7,394
-32,346
| -81% | -$2.48M | 0.08% | 311 |
|
|
2014
Q4 | $3.32M | Buy |
+39,740
| New | +$3.32M | 0.44% | 48 |
|