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Sky Investment Group’s Duke Energy DUK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.88M Sell
41,391
-185
-0.4% -$21.8K 0.86% 41
2025
Q1
$5.07M Buy
41,576
+220
+0.5% +$26.8K 0.94% 41
2024
Q4
$4.46M Buy
41,356
+1,992
+5% +$215K 0.82% 43
2024
Q3
$4.54M Sell
39,364
-840
-2% -$96.9K 0.82% 45
2024
Q2
$4.03M Sell
40,204
-80
-0.2% -$8.02K 0.77% 45
2024
Q1
$3.9M Buy
40,284
+60
+0.1% +$5.8K 0.75% 47
2023
Q4
$3.9M Sell
40,224
-75
-0.2% -$7.28K 0.82% 45
2023
Q3
$3.56M Buy
40,299
+450
+1% +$39.7K 0.81% 45
2023
Q2
$3.58M Buy
39,849
+898
+2% +$80.6K 0.78% 46
2023
Q1
$3.76M Buy
38,951
+1,963
+5% +$189K 0.86% 45
2022
Q4
$3.81M Buy
36,988
+115
+0.3% +$11.8K 0.9% 43
2022
Q3
$3.43M Buy
36,873
+80
+0.2% +$7.44K 0.89% 44
2022
Q2
$3.95M Sell
36,793
-216
-0.6% -$23.2K 0.94% 43
2022
Q1
$4.13M Buy
37,009
+165
+0.4% +$18.4K 0.87% 45
2021
Q4
$3.87M Buy
36,844
+10
+0% +$1.05K 0.78% 47
2021
Q3
$3.6M Buy
36,834
+602
+2% +$58.8K 0.8% 46
2021
Q2
$3.58M Sell
36,232
-470
-1% -$46.4K 0.81% 47
2021
Q1
$3.54M Buy
36,702
+298
+0.8% +$28.8K 0.85% 46
2020
Q4
$3.33M Buy
36,404
+2,550
+8% +$233K 0.85% 47
2020
Q3
$3M Buy
33,854
+1,410
+4% +$125K 0.82% 49
2020
Q2
$2.59M Buy
32,444
+490
+2% +$39.1K 0.89% 47
2020
Q1
$2.58M Buy
31,954
+1,302
+4% +$105K 1.04% 39
2019
Q4
$2.8M Buy
30,652
+2,060
+7% +$188K 0.92% 44
2019
Q3
$2.74M Buy
28,592
+50
+0.2% +$4.79K 0.94% 42
2019
Q2
$2.52M Sell
28,542
-260
-0.9% -$22.9K 0.88% 42
2019
Q1
$2.59M Sell
28,802
-365
-1% -$32.8K 0.95% 41
2018
Q4
$2.52M Sell
29,167
-235
-0.8% -$20.3K 1.06% 41
2018
Q3
$2.35M Sell
29,402
-50
-0.2% -$4K 0.9% 42
2018
Q2
$2.33M Buy
29,452
+175
+0.6% +$13.8K 0.94% 40
2018
Q1
$2.27M Buy
29,277
+5,025
+21% +$389K 0.92% 41
2017
Q4
$2.04M Buy
24,252
+65
+0.3% +$5.47K 0.8% 45
2017
Q3
$2.03M Buy
24,187
+1
+0% +$84 0.83% 46
2017
Q2
$2.02M Sell
24,186
-30
-0.1% -$2.51K 0.86% 45
2017
Q1
$1.99M Buy
24,216
+176
+0.7% +$14.4K 0.88% 45
2016
Q4
$1.87M Buy
24,040
+1,012
+4% +$78.6K 0.87% 44
2016
Q3
$1.84M Buy
23,028
+335
+1% +$26.8K 0.86% 47
2016
Q2
$1.95M Sell
22,693
-175
-0.8% -$15K 0.92% 46
2016
Q1
$1.85M Sell
22,868
-315
-1% -$25.4K 0.91% 47
2015
Q4
$1.66M Buy
23,183
+19,200
+482% +$1.37M 0.85% 48
2015
Q3
$287K Hold
3,983
0.16% 72
2015
Q2
$281K Hold
3,983
0.15% 73
2015
Q1
$306K Hold
3,983
0.16% 68
2014
Q4
$333K Sell
3,983
-31
-0.8% -$2.59K 0.17% 69
2014
Q3
$300K Buy
+4,014
New +$300K 0.16% 67
2014
Q2
Sell
-4,014
Closed -$286K 73
2014
Q1
$286K Hold
4,014
0.16% 69
2013
Q4
$277K Buy
+4,014
New +$277K 0.16% 65