Sonora Investment Management Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $808K | Buy |
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|
2025
Q2 | $663K | Buy |
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|
2025
Q1 | $642K | Buy |
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|
2024
Q4 | $510K | Buy |
|
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|
2024
Q3 | $445K | Buy |
|
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|
2024
Q2 | $357K | Hold |
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|
2024
Q1 | $357K | Sell |
|
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $221K | Buy |
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|
2023
Q1 | $205K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $213K | Buy |
|