SIS
Strategic Investment Solutions’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
1,975
+7
| +0.4% | +$826 | 0.07% | 117 |
|
|
2025
Q1 | $240K | Buy |
1,968
+36
| +2% | +$4.39K | 0.07% | 95 |
|
|
2024
Q4 | $200K | Sell |
1,932
-19
| -1% | -$1.97K | 0.07% | 95 |
|
|
2024
Q3 | $225K | Buy |
1,951
+24
| +1% | +$2.77K | 0.07% | 94 |
|
|
2024
Q2 | $208K | Buy |
+1,927
| New | +$208K | 0.07% | 94 |
|
|
2023
Q4 | $213K | Sell |
2,192
-90,625
| -98% | -$8.79M | 0.04% | 189 |
|
|
2023
Q3 | $8.51M | Buy |
92,817
+91,143
| +5,445% | +$8.36M | 0.11% | 104 |
|
|
2023
Q2 | $147K | Hold |
1,674
| – | – | 0.03% | 172 |
|
|
2023
Q1 | $161K | Buy |
+1,674
| New | +$161K | 0.03% | 202 |
|