Summit X LLC’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 | $275K | Buy |
2,331
+100
| +4% | +$11.8K | 0.05% | 200 |
|
|
2025
Q1 | $272K | Sell |
2,231
-27
| -1% | -$3.29K | 0.06% | 184 |
|
|
2024
Q4 | $243K | Sell |
2,258
-77
| -3% | -$8.29K | 0.05% | 191 |
|
|
2024
Q3 | $234K | Sell |
2,335
-642
| -22% | -$64.3K | 0.06% | 183 |
|
|
2024
Q2 | $302K | Buy |
2,977
+574
| +24% | +$58.1K | 0.07% | 178 |
|
|
2024
Q1 | $233K | Sell |
2,403
-108
| -4% | -$10.5K | 0.06% | 180 |
|
|
2023
Q4 | $244K | Buy |
2,511
+44
| +2% | +$4.27K | 0.07% | 165 |
|
|
2023
Q3 | $218K | Sell |
2,467
-6,983
| -74% | -$616K | 0.07% | 162 |
|
|
2023
Q2 | $848K | Buy |
9,450
+623
| +7% | +$55.9K | 0.21% | 101 |
|
|
2023
Q1 | $851K | Sell |
8,827
-2,681
| -23% | -$259K | 0.22% | 95 |
|
|
2022
Q4 | $1.22M | Buy |
11,508
+2,599
| +29% | +$276K | 0.35% | 64 |
|
|
2022
Q3 | $824K | Sell |
8,909
-2,602
| -23% | -$241K | 0.24% | 92 |
|
|
2022
Q2 | $1.24M | Buy |
11,511
+4,219
| +58% | +$453K | 0.36% | 64 |
|
|
2022
Q1 | $808K | Buy |
7,292
+106
| +1% | +$11.7K | 0.2% | 108 |
|
|
2021
Q4 | $751K | Sell |
7,186
-190
| -3% | -$19.9K | 0.17% | 118 |
|
|
2021
Q3 | $715K | Sell |
7,376
-83
| -1% | -$8.05K | 0.18% | 123 |
|
|
2021
Q2 | $735K | Buy |
7,459
+277
| +4% | +$27.3K | 0.19% | 123 |
|
|
2021
Q1 | $692K | Buy |
7,182
+213
| +3% | +$20.5K | 0.19% | 120 |
|
|
2020
Q4 | $636K | Sell |
6,969
-1,114
| -14% | -$102K | 0.19% | 119 |
|
|
2020
Q3 | $7.35K | Buy |
8,083
+213
| +3% | +$194 | 0.12% | 99 |
|
|
2020
Q2 | $629K | Buy |
7,870
+221
| +3% | +$17.7K | 0.23% | 103 |
|
|
2020
Q1 | $619K | Buy |
7,649
+279
| +4% | +$22.6K | 0.29% | 88 |
|
|
2019
Q4 | $669K | Buy |
7,370
+115
| +2% | +$10.4K | 0.25% | 102 |
|
|
2019
Q3 | $699K | Sell |
7,255
-418
| -5% | -$40.3K | 0.28% | 96 |
|
|
2019
Q2 | $679K | Sell |
7,673
-20,366
| -73% | -$1.8M | 0.28% | 96 |
|
|
2019
Q1 | $2.53M | Buy |
28,039
+11,881
| +74% | +$1.07M | 1.08% | 20 |
|
|
2018
Q4 | $1.38M | Buy |
16,158
+2,295
| +17% | +$196K | 0.8% | 29 |
|
|
2018
Q3 | $1.13M | Buy |
13,863
+4,091
| +42% | +$333K | 0.55% | 43 |
|
|
2018
Q2 | $774K | Buy |
9,772
+1,812
| +23% | +$144K | 0.43% | 53 |
|
|
2018
Q1 | $622K | Sell |
7,960
-114
| -1% | -$8.91K | 0.37% | 71 |
|
|
2017
Q4 | $679K | Buy |
8,074
+200
| +3% | +$16.8K | 0.43% | 61 |
|
|
2017
Q3 | $662K | Buy |
7,874
+321
| +4% | +$27K | 0.44% | 60 |
|
|
2017
Q2 | $634K | Buy |
+7,553
| New | +$634K | 0.45% | 65 |
|