SIG
Spinnaker Investment Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
2,615
-23
| -0.9% | -$2.71K | 0.07% | 80 |
|
|
2025
Q1 | $322K | Buy |
2,638
+1
| +0% | +$122 | 0.07% | 79 |
|
|
2024
Q4 | $284K | Sell |
2,637
-232
| -8% | -$25K | 0.07% | 81 |
|
|
2024
Q3 | $331K | Sell |
2,869
-10
| -0.3% | -$1.15K | 0.08% | 67 |
|
|
2024
Q2 | $289K | Buy |
2,879
+31
| +1% | +$3.11K | 0.08% | 67 |
|
|
2024
Q1 | $275K | Hold |
2,848
| – | – | 0.08% | 72 |
|
|
2023
Q4 | $276K | Buy |
2,848
+11
| +0.4% | +$1.07K | 0.08% | 72 |
|
|
2023
Q3 | $250K | Buy |
2,837
+3
| +0.1% | +$265 | 0.08% | 74 |
|
|
2023
Q2 | $254K | Buy |
2,834
+11
| +0.4% | +$987 | 0.08% | 75 |
|
|
2023
Q1 | $272K | Hold |
2,823
| – | – | 0.1% | 72 |
|
|
2022
Q4 | $291K | Hold |
2,823
| – | – | 0.1% | 72 |
|
|
2022
Q3 | $262K | Buy |
2,823
+8
| +0.3% | +$742 | 0.1% | 70 |
|
|
2022
Q2 | $302K | Sell |
2,815
-195
| -6% | -$20.9K | 0.12% | 61 |
|
|
2022
Q1 | $334K | Hold |
3,010
| – | – | 0.11% | 63 |
|
|
2021
Q4 | $308K | Buy |
+3,010
| New | +$308K | 0.11% | 70 |
|