Spinnaker Investment 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
$780K Buy
2025
Q2
$309K Sell
2025
Q1
$322K Buy
2024
Q4
$284K Sell
2024
Q3
$331K Sell
2024
Q2
$289K Buy
2024
Q1
$275K Hold
2023
Q4
$276K Buy
2023
Q3
$250K Buy
2023
Q2
$254K Buy
2023
Q1
$272K Hold
2022
Q4
$291K Hold
2022
Q3
$262K Buy
2022
Q2
$302K Sell
2022
Q1
$334K Hold
2021
Q4
$308K Buy