Stratos Investment Management’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 | $2.02M | Sell |
17,119
-601
| -3% | -$70.9K | 0.09% | 141 |
|
|
2025
Q1 | $2.16M | Buy |
17,720
+2,849
| +19% | +$348K | 0.12% | 117 |
|
|
2024
Q4 | $1.6M | Sell |
14,871
-776
| -5% | -$83.6K | 0.1% | 110 |
|
|
2024
Q3 | $1.8M | Sell |
15,647
-10
| -0.1% | -$1.15K | 0.13% | 103 |
|
|
2024
Q2 | $1.57M | Sell |
15,657
-4,262
| -21% | -$427K | 0.13% | 107 |
|
|
2024
Q1 | $1.93M | Sell |
19,919
-1,774
| -8% | -$172K | 0.19% | 93 |
|
|
2023
Q4 | $2.11M | Buy |
21,693
+1,963
| +10% | +$190K | 0.25% | 80 |
|
|
2023
Q3 | $1.74M | Buy |
19,730
+2,970
| +18% | +$262K | 0.26% | 77 |
|
|
2023
Q2 | $1.5M | Buy |
16,760
+364
| +2% | +$32.7K | 0.23% | 82 |
|
|
2023
Q1 | $1.58M | Buy |
16,396
+310
| +2% | +$29.9K | 0.27% | 77 |
|
|
2022
Q4 | $1.66M | Buy |
16,086
+544
| +4% | +$56K | 0.3% | 76 |
|
|
2022
Q3 | $1.45M | Sell |
15,542
-1,737
| -10% | -$162K | 0.29% | 79 |
|
|
2022
Q2 | $1.85M | Sell |
17,279
-161
| -0.9% | -$17.3K | 0.35% | 70 |
|
|
2022
Q1 | $1.95M | Buy |
17,440
+288
| +2% | +$32.2K | 0.32% | 71 |
|
|
2021
Q4 | $1.8M | Sell |
17,152
-1,442
| -8% | -$151K | 0.28% | 77 |
|
|
2021
Q3 | $1.82M | Buy |
18,594
+4,675
| +34% | +$456K | 0.32% | 74 |
|
|
2021
Q2 | $1.37M | Buy |
13,919
+723
| +5% | +$71.4K | 0.38% | 64 |
|
|
2021
Q1 | $1.27M | Sell |
13,196
-387
| -3% | -$37.4K | 0.4% | 62 |
|
|
2020
Q4 | $1.24M | Buy |
13,583
+888
| +7% | +$81.3K | 0.39% | 64 |
|
|
2020
Q3 | $1.12M | Buy |
+12,695
| New | +$1.12M | 0.41% | 61 |
|