Summit Securities Group’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
Q3 | $797K | Buy |
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|
2025
Q2 | $61.7K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $26K | Sell |
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|
2023
Q2 | $117K | Sell |
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|
2023
Q1 | $175K | Sell |
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|
2022
Q4 | $411K | Sell |
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|
2022
Q3 | $509K | Buy |
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|
2022
Q2 | $430K | Buy |
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|
2022
Q1 | $102K | Buy |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $204K | Buy |
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|
2017
Q3 | – | Hold |
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|
2017
Q2 | – | Hold |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $202K | Buy |
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|
2016
Q3 | – | Hold |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $371K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $35K | Buy |
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|
2015
Q1 | $15K | Buy |
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|
2014
Q4 | – | Hold |
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|
2014
Q3 | – | Hold |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $7K | Sell |
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|
2013
Q4 | $101K | Buy |
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|
2013
Q3 | $87K | Sell |
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|
2013
Q2 | $89K | Buy |
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