SFM
Stack Financial Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7M | Sell |
192,354
-2,513
| -1% | -$297K | 2.01% | 20 |
|
|
2025
Q1 | $23.8M | Sell |
194,867
-3,533
| -2% | -$431K | 1.98% | 20 |
|
|
2024
Q4 | $21.4M | Sell |
198,400
-1,598
| -0.8% | -$172K | 1.95% | 18 |
|
|
2024
Q3 | $23.1M | Buy |
199,998
+1,580
| +0.8% | +$182K | 2.07% | 19 |
|
|
2024
Q2 | $19.9M | Buy |
198,418
+244
| +0.1% | +$24.5K | 1.84% | 22 |
|
|
2024
Q1 | $19.2M | Sell |
198,174
-1,374
| -0.7% | -$133K | 1.76% | 25 |
|
|
2023
Q4 | $19.4M | Sell |
199,548
-4,078
| -2% | -$396K | 2.19% | 21 |
|
|
2023
Q3 | $18M | Buy |
+203,626
| New | +$18M | 2.09% | 22 |
|