TA
Tectonic Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.6M | Buy |
72,923
+7,143
| +11% | +$843K | 0.5% | 54 |
|
|
2025
Q1 | $8.02M | Buy |
65,780
+4,583
| +7% | +$559K | 0.5% | 54 |
|
|
2024
Q4 | $6.59M | Buy |
61,197
+7,347
| +14% | +$792K | 0.43% | 58 |
|
|
2024
Q3 | $6.21M | Buy |
53,850
+6,522
| +14% | +$752K | 0.41% | 63 |
|
|
2024
Q2 | $4.74M | Buy |
47,328
+3,086
| +7% | +$309K | 0.34% | 65 |
|
|
2024
Q1 | $4.28M | Buy |
44,242
+3,916
| +10% | +$379K | 0.33% | 68 |
|
|
2023
Q4 | $3.91M | Buy |
40,326
+2,415
| +6% | +$234K | 0.33% | 67 |
|
|
2023
Q3 | $3.35M | Buy |
37,911
+5,009
| +15% | +$442K | 0.31% | 69 |
|
|
2023
Q2 | $2.95M | Buy |
32,902
+4,067
| +14% | +$365K | 0.36% | 70 |
|
|
2023
Q1 | $2.78M | Buy |
28,835
+6,579
| +30% | +$635K | 0.38% | 66 |
|
|
2022
Q4 | $2.29M | Buy |
22,256
+5,445
| +32% | +$561K | 0.36% | 68 |
|
|
2022
Q3 | $1.56M | Buy |
16,811
+3,354
| +25% | +$312K | 0.29% | 72 |
|
|
2022
Q2 | $1.44M | Buy |
13,457
+2,849
| +27% | +$306K | 0.26% | 74 |
|
|
2022
Q1 | $1.18M | Buy |
10,608
+1,937
| +22% | +$216K | 0.2% | 77 |
|
|
2021
Q4 | $909K | Buy |
8,671
+4,311
| +99% | +$452K | 0.16% | 90 |
|
|
2021
Q3 | $426K | Buy |
4,360
+1,107
| +34% | +$108K | 0.08% | 129 |
|
|
2021
Q2 | $321K | Buy |
3,253
+509
| +19% | +$50.2K | 0.07% | 138 |
|
|
2021
Q1 | $264K | Buy |
+2,744
| New | +$264K | 0.07% | 141 |
|