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