Sunbelt Securities’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 | $506K | Buy |
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|
2025
Q1 | $523K | Sell |
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|
2024
Q4 | $506K | Buy |
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|
2024
Q3 | $449K | Hold |
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|
2024
Q2 | $390K | Hold |
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|
2024
Q1 | $376K | Buy |
|
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $423K | Sell |
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|
2023
Q2 | $461K | Hold |
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|
2023
Q1 | $494K | Buy |
|
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|
2022
Q4 | $493K | Buy |
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|
2022
Q3 | $445K | Sell |
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|
2022
Q2 | $513K | Buy |
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|
2022
Q1 | $523K | Sell |
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|
2021
Q4 | $678K | Buy |
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|
2021
Q3 | $660K | Hold |
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|
2021
Q2 | $660K | Buy |
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|
2021
Q1 | $584K | Buy |
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|
2020
Q4 | $484K | Buy |
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|
2020
Q3 | $388K | Buy |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | $232K | Sell |
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|
2019
Q4 | $3.93M | Buy |
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|
2019
Q3 | $3.93M | Buy |
|