Spinnaker Trust’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 | $687K | Hold |
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|
2025
Q2 | $655K | Buy |
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|
2025
Q1 | $577K | Sell |
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|
2024
Q4 | $519K | Sell |
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|
2024
Q3 | $559K | Hold |
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|
2024
Q2 | $486K | Hold |
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|
2024
Q1 | $469K | Hold |
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|
2023
Q4 | $471K | Hold |
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|
2023
Q3 | $428K | Hold |
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|
2023
Q2 | $435K | Sell |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $625K | Hold |
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|
2022
Q3 | $565K | Sell |
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|
2022
Q2 | $694K | Buy |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q4 | $211K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $293K | Buy |
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|
2019
Q2 | $256K | Hold |
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|
2019
Q1 | $262K | Sell |
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|
2018
Q4 | $250K | Sell |
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|
2018
Q3 | $235K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $395K | Sell |
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|
2017
Q3 | $396K | Sell |
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|
2017
Q2 | $400K | Buy |
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|
2017
Q1 | $376K | Sell |
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|
2016
Q4 | $361K | Hold |
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|
2016
Q3 | $372K | Buy |
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|
2016
Q2 | $384K | Buy |
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|
2016
Q1 | $224K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $255K | Buy |
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