Aspire Private Capital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.28M | Buy |
25,071
+12
| +0% | +$1.5K | 0.74% | 33 |
|
|
2025
Q4 | $2.94M | Sell |
25,059
-152
| -0.6% | -$18.6K | 0.65% | 36 |
|
|
2025
Q3 | $3.12M | Buy |
25,211
+942
| +4% | +$114K | 0.69% | 34 |
|
|
2025
Q2 | $2.86M | Sell |
24,269
-194
| -0.8% | -$22.9K | 0.67% | 39 |
|
|
2025
Q1 | $2.98M | Sell |
24,463
-345
| -1% | -$39.3K | 0.74% | 32 |
|
|
2024
Q4 | $2.67M | Sell |
24,808
-57
| -0.2% | -$6.46K | 0.66% | 38 |
|
|
2024
Q3 | $2.87M | Sell |
24,865
-420
| -2% | -$46.7K | 0.68% | 33 |
|
|
2024
Q2 | $2.53M | Sell |
25,285
-7
| -0% | -$700 | 0.65% | 35 |
|
|
2024
Q1 | $2.45M | Buy |
25,292
+65
| +0.3% | +$6.17K | 0.64% | 36 |
|
|
2023
Q4 | $2.45M | Buy |
25,227
+560
| +2% | +$50.9K | 0.73% | 32 |
|
|
2023
Q3 | $2.18M | Buy |
24,667
+19
| +0.1% | +$1.74K | 0.71% | 31 |
|
|
2023
Q2 | $2.21M | Buy |
24,648
+155
| +0.6% | +$14.6K | 0.7% | 33 |
|
|
2023
Q1 | $2.36M | Buy |
24,493
+520
| +2% | +$51.4K | 0.78% | 31 |
|
|
2022
Q4 | $2.47M | Buy |
23,973
+26
| +0.1% | +$2.5K | 0.89% | 30 |
|
|
2022
Q3 | $2.23M | Buy |
23,947
+3
| +0% | +$322 | 0.85% | 31 |
|
|
2022
Q2 | $2.57M | Buy |
23,944
+47
| +0.2% | +$5.17K | 0.92% | 29 |
|
|
2022
Q1 | $2.67M | Sell |
23,897
-415
| -2% | -$43.1K | 0.85% | 30 |
|
|
2021
Q4 | $2.55M | Buy |
24,312
+5,477
| +29% | +$555K | 0.8% | 32 |
|
|
2021
Q3 | $1.84M | Buy |
18,835
+179
| +1% | +$18.5K | 0.61% | 34 |
|
|
2021
Q2 | $1.84M | Sell |
18,656
-1,061
| -5% | -$107K | 0.59% | 33 |
|
|
2021
Q1 | $1.9M | Sell |
19,717
-2,881
| -13% | -$263K | 0.67% | 32 |
|
|
2020
Q4 | $2.07M | Sell |
22,598
-2,099
| -8% | -$194K | 0.79% | 32 |
|
|
2020
Q3 | $2.19M | Buy |
24,697
+18,922
| +328% | +$1.56M | 0.9% | 28 |
|
|
2020
Q2 | $461K | Buy |
5,775
+147
| +3% | +$12.4K | 0.21% | 67 |
|
|
2020
Q1 | $455K | Sell |
5,628
-20,015
| -78% | -$1.84M | 0.25% | 63 |
|
|
2019
Q4 | $2.34M | Sell |
25,643
-294
| -1% | -$27K | 1.01% | 27 |
|
|
2019
Q3 | $2.49M | Sell |
25,937
-775
| -3% | -$70.5K | 1.18% | 22 |
|
|
2019
Q2 | $2.36M | Buy |
26,712
+404
| +2% | +$35.7K | 1.13% | 25 |
|
|
2019
Q1 | $2.37M | Buy |
26,308
+246
| +0.9% | +$21.7K | 1.19% | 22 |
|
|
2018
Q4 | $2.25M | Buy |
+26,062
| New | +$2.22M | 1.3% | 20 |
|
Other funds holding DUK
VCM
VPM
