Summit Trail Advisors’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 | $2.32M | Buy |
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|
2025
Q1 | $2.02M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $960K | Buy |
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|
2024
Q2 | $762K | Buy |
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|
2024
Q1 | $527K | Buy |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $525K | Buy |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $312K | Buy |
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|
2022
Q1 | $211K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $216K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $535K | Buy |
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|
2019
Q4 | $536K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $293K | Buy |
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|
2018
Q2 | $274K | Sell |
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|
2018
Q1 | $448K | Buy |
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|
2017
Q4 | $578K | Buy |
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