Summit Securities Group’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 | $61.7K | Buy |
+523
| New | +$61.7K | 0.01% | 366 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$26K | – | 529 |
|
|
2023
Q3 | $26K | Sell |
300
-1,008
| -77% | -$87.4K | ﹤0.01% | 196 |
|
|
2023
Q2 | $117K | Sell |
1,308
-503
| -28% | -$45K | 0.02% | 169 |
|
|
2023
Q1 | $175K | Sell |
1,811
-2,177
| -55% | -$210K | 0.01% | 126 |
|
|
2022
Q4 | $411K | Sell |
3,988
-1,487
| -27% | -$153K | 0.02% | 128 |
|
|
2022
Q3 | $509K | Buy |
5,475
+1,466
| +37% | +$136K | 0.04% | 136 |
|
|
2022
Q2 | $430K | Buy |
4,009
+3,094
| +338% | +$332K | 0.05% | 112 |
|
|
2022
Q1 | $102K | Buy |
+915
| New | +$102K | 0.01% | 321 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 417 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 376 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 372 |
|
|
2020
Q4 | – | Sell |
-2,300
| Closed | -$204K | – | 289 |
|
|
2020
Q3 | $204K | Buy |
+2,300
| New | +$204K | 0.02% | 134 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 148 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 222 |
|
|
2017
Q1 | – | Sell |
-2,600
| Closed | -$202K | – | 279 |
|
|
2016
Q4 | $202K | Buy |
+2,600
| New | +$202K | 0.04% | 203 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 152 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 237 |
|
|
2016
Q1 | – | Sell |
-5,202
| Closed | -$371K | – | 197 |
|
|
2015
Q4 | $371K | Buy |
+5,202
| New | +$371K | 0.12% | 123 |
|
|
2015
Q3 | – | Sell |
-500
| Closed | -$35K | – | 343 |
|
|
2015
Q2 | $35K | Buy |
500
+300
| +150% | +$21K | 0.02% | 263 |
|
|
2015
Q1 | $15K | Buy |
+200
| New | +$15K | 0.01% | 229 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 494 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 568 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$7K | – | 495 |
|
|
2014
Q1 | $7K | Sell |
100
-1,370
| -93% | -$95.9K | ﹤0.01% | 262 |
|
|
2013
Q4 | $101K | Buy |
1,470
+170
| +13% | +$11.7K | 0.02% | 220 |
|
|
2013
Q3 | $87K | Sell |
1,300
-20
| -2% | -$1.34K | 0.03% | 156 |
|
|
2013
Q2 | $89K | Buy |
+1,320
| New | +$89K | 0.04% | 131 |
|