Summit Global Investments’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 | $1.79M | Buy |
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|
2025
Q1 | $869K | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.9M | Buy |
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|
2023
Q1 | $648K | Sell |
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|
2022
Q4 | $865K | Sell |
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|
2022
Q3 | $6.34M | Sell |
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|
2022
Q2 | $9.88M | Buy |
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|
2022
Q1 | $10.1M | Buy |
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|
2021
Q4 | $7.09M | Buy |
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|
2021
Q3 | $3.46M | Buy |
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|
2021
Q2 | $2.98M | Sell |
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|
2021
Q1 | $3.91M | Sell |
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|
2020
Q4 | $6.2M | Buy |
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|
2020
Q3 | $2.13M | Sell |
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|
2020
Q2 | $2.95M | Sell |
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|
2020
Q1 | $6.39M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $736K | Sell |
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|
2017
Q4 | $1.44M | Sell |
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|
2017
Q3 | $2.02M | Buy |
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|
2017
Q2 | $1.24M | Sell |
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|
2017
Q1 | $2.69M | Buy |
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|
2016
Q4 | $2.06M | Buy |
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