Summit X LLC’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 | $275K | Buy |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $234K | Sell |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $848K | Buy |
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|
2023
Q1 | $851K | Sell |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $824K | Sell |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $808K | Buy |
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|
2021
Q4 | $751K | Sell |
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|
2021
Q3 | $715K | Sell |
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|
2021
Q2 | $735K | Buy |
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|
2021
Q1 | $692K | Buy |
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|
2020
Q4 | $636K | Sell |
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|
2020
Q3 | $7.35K | Buy |
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|
2020
Q2 | $629K | Buy |
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|
2020
Q1 | $619K | Buy |
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|
2019
Q4 | $669K | Buy |
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|
2019
Q3 | $699K | Sell |
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|
2019
Q2 | $679K | Sell |
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|
2019
Q1 | $2.53M | Buy |
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|
2018
Q4 | $1.38M | Buy |
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|
2018
Q3 | $1.13M | Buy |
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|
2018
Q2 | $774K | Buy |
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|
2018
Q1 | $622K | Sell |
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|
2017
Q4 | $679K | Buy |
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|
2017
Q3 | $662K | Buy |
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|
2017
Q2 | $634K | Buy |
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