Stonegate Investment Group’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 | $3.1M | Sell |
26,242
-68
| -0.3% | -$8.02K | 0.08% | 103 |
|
|
2025
Q1 | $3.21M | Buy |
26,310
+1,984
| +8% | +$242K | 0.09% | 90 |
|
|
2024
Q4 | $2.62M | Sell |
24,326
-2,251
| -8% | -$243K | 0.07% | 106 |
|
|
2024
Q3 | $3.06M | Buy |
26,577
+284
| +1% | +$32.7K | 0.08% | 91 |
|
|
2024
Q2 | $2.64M | Buy |
26,293
+538
| +2% | +$53.9K | 0.08% | 97 |
|
|
2024
Q1 | $2.49M | Sell |
25,755
-1,397
| -5% | -$135K | 0.08% | 106 |
|
|
2023
Q4 | $2.63M | Sell |
27,152
-2,597
| -9% | -$252K | 0.09% | 91 |
|
|
2023
Q3 | $2.63M | Sell |
29,749
-247
| -0.8% | -$21.8K | 0.1% | 89 |
|
|
2023
Q2 | $2.69M | Sell |
29,996
-37
| -0.1% | -$3.32K | 0.1% | 89 |
|
|
2023
Q1 | $2.9M | Sell |
30,033
-7,798
| -21% | -$752K | 0.11% | 88 |
|
|
2022
Q4 | $3.9M | Sell |
37,831
-136
| -0.4% | -$14K | 0.17% | 69 |
|
|
2022
Q3 | $3.53M | Sell |
37,967
-471
| -1% | -$43.8K | 0.16% | 75 |
|
|
2022
Q2 | $4.12M | Buy |
38,438
+7,129
| +23% | +$764K | 0.18% | 75 |
|
|
2022
Q1 | $3.5M | Buy |
31,309
+5
| +0% | +$558 | 0.11% | 76 |
|
|
2021
Q4 | $3.28M | Buy |
+31,304
| New | +$3.28M | 0.14% | 77 |
|