Sonora Investment Management 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 | $663K | Buy |
5,622
+356
| +7% | +$42K | 0.05% | 149 |
|
|
2025
Q1 | $642K | Buy |
5,266
+531
| +11% | +$64.8K | 0.05% | 149 |
|
|
2024
Q4 | $510K | Buy |
4,735
+873
| +23% | +$94.1K | 0.04% | 169 |
|
|
2024
Q3 | $445K | Buy |
3,862
+172
| +5% | +$19.8K | 0.03% | 184 |
|
|
2024
Q2 | $357K | Hold |
3,690
| – | – | 0.03% | 202 |
|
|
2024
Q1 | $357K | Sell |
3,690
-3
| -0.1% | -$290 | 0.03% | 203 |
|
|
2023
Q4 | $358K | Buy |
3,693
+610
| +20% | +$59.2K | 0.03% | 189 |
|
|
2023
Q3 | $272K | Buy |
3,083
+615
| +25% | +$54.3K | 0.02% | 210 |
|
|
2023
Q2 | $221K | Buy |
2,468
+344
| +16% | +$30.9K | 0.02% | 234 |
|
|
2023
Q1 | $205K | Buy |
+2,124
| New | +$205K | 0.02% | 247 |
|
|
2022
Q4 | – | Sell |
-1,906
| Closed | -$204K | – | 271 |
|
|
2022
Q3 | $204K | Hold |
1,906
| – | – | 0.03% | 189 |
|
|
2022
Q2 | $204K | Sell |
1,906
-3
| -0.2% | -$321 | 0.02% | 222 |
|
|
2022
Q1 | $213K | Buy |
+1,909
| New | +$213K | 0.02% | 201 |
|