Summit Financial’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 | $2.14M | Buy |
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|
2025
Q1 | $1.47M | Sell |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $936K | Buy |
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|
2024
Q2 | $765K | Buy |
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|
2024
Q1 | $545K | Sell |
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|
2023
Q4 | $600K | Buy |
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|
2023
Q3 | $524K | Sell |
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|
2023
Q2 | $534K | Sell |
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|
2023
Q1 | $701K | Sell |
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|
2022
Q4 | $752K | Sell |
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|
2022
Q3 | $945K | Buy |
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|
2022
Q2 | $947K | Buy |
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|
2022
Q1 | $648K | Sell |
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|
2021
Q4 | $621K | Buy |
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|
2021
Q3 | $571K | Buy |
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