Spirit of America Management Corp’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 | $2.01M | Buy |
17,050
+1,450
| +9% | +$171K | 0.42% | 65 |
|
|
2025
Q1 | $1.9M | Buy |
15,600
+450
| +3% | +$54.9K | 0.39% | 67 |
|
|
2024
Q4 | $1.63M | Buy |
15,150
+3,150
| +26% | +$339K | 0.33% | 73 |
|
|
2024
Q3 | $1.38M | Buy |
12,000
+50
| +0.4% | +$5.77K | 0.28% | 85 |
|
|
2024
Q2 | $1.2M | Sell |
11,950
-300
| -2% | -$30.1K | 0.24% | 89 |
|
|
2024
Q1 | $1.18M | Buy |
12,250
+150
| +1% | +$14.5K | 0.24% | 92 |
|
|
2023
Q4 | $1.17M | Sell |
12,100
-1,500
| -11% | -$146K | 0.26% | 92 |
|
|
2023
Q3 | $1.2M | Sell |
13,600
-150
| -1% | -$13.2K | 0.27% | 79 |
|
|
2023
Q2 | $1.23M | Buy |
13,750
+3,400
| +33% | +$305K | 0.28% | 86 |
|
|
2023
Q1 | $998K | Buy |
10,350
+1,350
| +15% | +$130K | 0.22% | 97 |
|
|
2022
Q4 | $927K | Sell |
9,000
-2,000
| -18% | -$206K | 0.21% | 102 |
|
|
2022
Q3 | $1.02M | Buy |
11,000
+1,050
| +11% | +$97.7K | 0.24% | 94 |
|
|
2022
Q2 | $1.07M | Sell |
9,950
-4,500
| -31% | -$483K | 0.24% | 98 |
|
|
2022
Q1 | $1.61M | Sell |
14,450
-1,300
| -8% | -$145K | 0.32% | 86 |
|
|
2021
Q4 | $1.65M | Hold |
15,750
| – | – | 0.33% | 88 |
|
|
2021
Q3 | $1.54M | Hold |
15,750
| – | – | 0.33% | 90 |
|
|
2021
Q2 | $1.56M | Buy |
15,750
+950
| +6% | +$93.9K | 0.33% | 86 |
|
|
2021
Q1 | $1.43M | Hold |
14,800
| – | – | 0.34% | 80 |
|
|
2020
Q4 | $1.36M | Buy |
14,800
+500
| +3% | +$45.8K | 0.34% | 84 |
|
|
2020
Q3 | $1.27M | Buy |
14,300
+1,000
| +8% | +$88.6K | 0.35% | 87 |
|
|
2020
Q2 | $1.06M | Buy |
+13,300
| New | +$1.06M | 0.27% | 96 |
|
|
2018
Q2 | – | Sell |
-2,985
| Closed | -$231K | – | 267 |
|
|
2018
Q1 | $231K | Sell |
2,985
-350
| -10% | -$27.1K | 0.03% | 230 |
|
|
2017
Q4 | $281K | Hold |
3,335
| – | – | 0.03% | 228 |
|
|
2017
Q3 | $280K | Hold |
3,335
| – | – | 0.03% | 267 |
|
|
2017
Q2 | $279K | Hold |
3,335
| – | – | 0.03% | 270 |
|
|
2017
Q1 | $274K | Hold |
3,335
| – | – | 0.03% | 272 |
|
|
2016
Q4 | $259K | Hold |
3,335
| – | – | 0.03% | 283 |
|
|
2016
Q3 | $267K | Hold |
3,335
| – | – | 0.03% | 270 |
|
|
2016
Q2 | $286K | Hold |
3,335
| – | – | 0.04% | 249 |
|
|
2016
Q1 | $269K | Buy |
+3,335
| New | +$269K | 0.05% | 253 |
|
|
2013
Q4 | – | Sell |
-1,100
| Closed | -$73K | – | 111 |
|
|
2013
Q3 | $73K | Hold |
1,100
| – | – | 0.03% | 291 |
|
|
2013
Q2 | $74K | Buy |
+1,100
| New | +$74K | 0.03% | 269 |
|