Sittner & Nelson’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 | $360K | Hold |
3,051
| – | – | 0.14% | 100 |
|
|
2025
Q1 | $372K | Hold |
3,051
| – | – | 0.16% | 94 |
|
|
2024
Q4 | $329K | Buy |
3,051
+500
| +20% | +$53.9K | 0.14% | 94 |
|
|
2024
Q3 | $294K | Hold |
2,551
| – | – | 0.13% | 103 |
|
|
2024
Q2 | $256K | Hold |
2,551
| – | – | 0.13% | 97 |
|
|
2024
Q1 | $247K | Hold |
2,551
| – | – | 0.12% | 106 |
|
|
2023
Q4 | $248K | Hold |
2,551
| – | – | 0.13% | 97 |
|
|
2023
Q3 | $225K | Hold |
2,551
| – | – | 0.13% | 97 |
|
|
2023
Q2 | $229K | Sell |
2,551
-2,122
| -45% | -$190K | 0.13% | 98 |
|
|
2023
Q1 | $451K | Buy |
4,673
+201
| +4% | +$19.4K | 0.26% | 67 |
|
|
2022
Q4 | $461K | Buy |
4,472
+607
| +16% | +$62.5K | 0.28% | 63 |
|
|
2022
Q3 | $360K | Buy |
3,865
+201
| +5% | +$18.7K | 0.24% | 73 |
|
|
2022
Q2 | $393K | Buy |
3,664
+251
| +7% | +$26.9K | 0.26% | 69 |
|
|
2022
Q1 | $381K | Buy |
3,413
+150
| +5% | +$16.7K | 0.22% | 76 |
|
|
2021
Q4 | $342K | Buy |
3,263
+247
| +8% | +$25.9K | 0.2% | 78 |
|
|
2021
Q3 | $294K | Buy |
3,016
+750
| +33% | +$73.1K | 0.19% | 76 |
|
|
2021
Q2 | $224K | Buy |
2,266
+500
| +28% | +$49.4K | 0.16% | 84 |
|
|
2021
Q1 | $170K | Buy |
1,766
+950
| +116% | +$91.5K | 0.13% | 93 |
|
|
2020
Q4 | $75K | Buy |
+816
| New | +$75K | 0.07% | 133 |
|