Stamos Capital Partners’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 | $2.29M | Buy |
19,425
+3,305
| +21% | +$390K | 0.41% | 73 |
|
|
2025
Q1 | $1.97M | Sell |
16,120
-4,790
| -23% | -$584K | 0.51% | 68 |
|
|
2024
Q4 | $2.25M | Sell |
20,910
-7,690
| -27% | -$829K | 0.53% | 55 |
|
|
2024
Q3 | $3.3M | Sell |
28,600
-10,150
| -26% | -$1.17M | 0.78% | 35 |
|
|
2024
Q2 | $3.88M | Buy |
38,750
+2,450
| +7% | +$246K | 0.82% | 27 |
|
|
2024
Q1 | $3.51M | Buy |
36,300
+640
| +2% | +$61.9K | 0.8% | 29 |
|
|
2023
Q4 | $3.46M | Sell |
35,660
-31,870
| -47% | -$3.09M | 0.94% | 21 |
|
|
2023
Q3 | $5.96M | Buy |
67,530
+25,560
| +61% | +$2.26M | 1.33% | 20 |
|
|
2023
Q2 | $3.77M | Buy |
41,970
+10,360
| +33% | +$930K | 0.88% | 27 |
|
|
2023
Q1 | $3.05M | Buy |
31,610
+5,630
| +22% | +$543K | 0.79% | 42 |
|
|
2022
Q4 | $2.68M | Sell |
25,980
-18,370
| -41% | -$1.89M | 0.85% | 45 |
|
|
2022
Q3 | $4.13M | Buy |
+44,350
| New | +$4.13M | 1.05% | 30 |
|