Summit Financial’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 | $2.14M | Buy |
18,124
+6,056
| +50% | +$715K | 0.05% | 280 |
|
|
2025
Q1 | $1.47M | Sell |
12,068
-4,004
| -25% | -$488K | 0.04% | 306 |
|
|
2024
Q4 | $1.73M | Buy |
16,072
+7,957
| +98% | +$857K | 0.06% | 237 |
|
|
2024
Q3 | $936K | Buy |
8,115
+487
| +6% | +$56.2K | 0.04% | 269 |
|
|
2024
Q2 | $765K | Buy |
7,628
+1,995
| +35% | +$200K | 0.03% | 263 |
|
|
2024
Q1 | $545K | Sell |
5,633
-554
| -9% | -$53.6K | 0.03% | 239 |
|
|
2023
Q4 | $600K | Buy |
6,187
+250
| +4% | +$24.3K | 0.04% | 224 |
|
|
2023
Q3 | $524K | Sell |
5,937
-9
| -0.2% | -$794 | 0.04% | 230 |
|
|
2023
Q2 | $534K | Sell |
5,946
-1,325
| -18% | -$119K | 0.04% | 220 |
|
|
2023
Q1 | $701K | Sell |
7,271
-32
| -0.4% | -$3.09K | 0.06% | 148 |
|
|
2022
Q4 | $752K | Sell |
7,303
-2,854
| -28% | -$294K | 0.07% | 139 |
|
|
2022
Q3 | $945K | Buy |
10,157
+1,328
| +15% | +$124K | 0.09% | 113 |
|
|
2022
Q2 | $947K | Buy |
8,829
+3,026
| +52% | +$324K | 0.09% | 101 |
|
|
2022
Q1 | $648K | Sell |
5,803
-115
| -2% | -$12.8K | 0.05% | 158 |
|
|
2021
Q4 | $621K | Buy |
5,918
+66
| +1% | +$6.92K | 0.05% | 149 |
|
|
2021
Q3 | $571K | Buy |
+5,852
| New | +$571K | 0.05% | 131 |
|