Summit Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
|
|||||
|
2025
Q1 | $385K | Sell |
|
|||||
|
2024
Q4 | $426K | Buy |
|
|||||
|
2024
Q3 | $364K | Hold |
|
|||||
|
2024
Q2 | $316K | Buy |
|
|||||
|
2024
Q1 | $302K | Hold |
|
|||||
|
2023
Q4 | $303K | Buy |
|
|||||
|
2023
Q3 | $246K | Hold |
|
|||||
|
2023
Q2 | $250K | Sell |
|
|||||
|
2023
Q1 | $287K | Sell |
|
|||||
|
2022
Q4 | $311K | Hold |
|
|||||
|
2022
Q3 | $281K | Hold |
|
|||||
|
2022
Q2 | $324K | Sell |
|
|||||
|
2022
Q1 | $343K | Hold |
|
|||||
|
2021
Q4 | $322K | Buy |
|
|||||
|
2021
Q3 | $291K | Hold |
|
|||||
|
2021
Q2 | $294K | Buy |
|
|||||
|
2021
Q1 | $215K | Buy |
|