Aptus Capital Advisors’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 | $22.8M | Buy |
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|
2025
Q1 | $19.4M | Buy |
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|
2024
Q4 | $14.3M | Buy |
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|
2024
Q3 | $12.3M | Buy |
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|
2024
Q2 | $9.2M | Buy |
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|
2024
Q1 | $7.22M | Buy |
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|
2023
Q4 | $6.58M | Buy |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $865K | Buy |
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|
2021
Q3 | $733K | Sell |
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|
2021
Q2 | $750K | Buy |
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|
2021
Q1 | $504K | Buy |
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|
2020
Q4 | $474K | Buy |
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|
2020
Q3 | $444K | Sell |
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|
2020
Q2 | $407K | Hold |
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|
2020
Q1 | $412K | Sell |
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|
2019
Q4 | $842K | Buy |
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|
2019
Q3 | $848K | Buy |
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|
2019
Q2 | $496K | Sell |
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|
2019
Q1 | $532K | Buy |
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