Sunpointe’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
$277K Buy
2,348
+58
+3% +$6.85K 0.11% 173
2025
Q1
$279K Buy
2,290
+13
+0.6% +$1.59K 0.15% 126
2024
Q4
$245K Buy
2,277
+228
+11% +$24.6K 0.12% 150
2024
Q3
$236K Sell
2,049
-1,063
-34% -$123K 0.19% 139
2024
Q2
$312K Sell
3,112
-997
-24% -$99.9K 0.2% 103
2024
Q1
$397K Buy
4,109
+197
+5% +$19.1K 0.44% 68
2023
Q4
$380K Buy
+3,912
New +$380K 0.48% 61