Stokes Family Office’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 | $220K | Sell |
1,860
-179
| -9% | -$21.1K | 0.02% | 221 |
|
|
2025
Q1 | $249K | Sell |
2,039
-273
| -12% | -$33.3K | 0.03% | 206 |
|
|
2024
Q4 | $249K | Sell |
2,312
-46
| -2% | -$4.96K | 0.03% | 210 |
|
|
2024
Q3 | $272K | Sell |
2,358
-496
| -17% | -$57.2K | 0.03% | 196 |
|
|
2024
Q2 | $286K | Buy |
2,854
+211
| +8% | +$21.1K | 0.03% | 191 |
|
|
2024
Q1 | $256K | Buy |
2,643
+6
| +0.2% | +$580 | 0.03% | 198 |
|
|
2023
Q4 | $256K | Sell |
2,637
-657
| -20% | -$63.8K | 0.03% | 188 |
|
|
2023
Q3 | $291K | Buy |
3,294
+114
| +4% | +$10.1K | 0.03% | 250 |
|
|
2023
Q2 | $285K | Buy |
3,180
+437
| +16% | +$39.2K | 0.03% | 243 |
|
|
2023
Q1 | $265K | Sell |
2,743
-1,622
| -37% | -$156K | 0.03% | 243 |
|
|
2022
Q4 | $450K | Buy |
4,365
+1,650
| +61% | +$170K | 0.06% | 176 |
|
|
2022
Q3 | $253K | Sell |
2,715
-28
| -1% | -$2.61K | 0.04% | 226 |
|
|
2022
Q2 | $294K | Buy |
2,743
+75
| +3% | +$8.04K | 0.04% | 210 |
|
|
2022
Q1 | $298K | Buy |
2,668
+142
| +6% | +$15.9K | 0.04% | 207 |
|
|
2021
Q4 | $265K | Buy |
2,526
+47
| +2% | +$4.93K | 0.03% | 207 |
|
|
2021
Q3 | $242K | Buy |
2,479
+93
| +4% | +$9.08K | 0.03% | 200 |
|
|
2021
Q2 | $235K | Buy |
2,386
+141
| +6% | +$13.9K | 0.03% | 199 |
|
|
2021
Q1 | $217K | Sell |
2,245
-23
| -1% | -$2.22K | 0.03% | 187 |
|
|
2020
Q4 | $208K | Buy |
+2,268
| New | +$208K | 0.04% | 165 |
|