Avestar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $468K | Buy |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $328K | Buy |
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $21K | Sell |
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|
2019
Q1 | $41K | Hold |
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|
2018
Q4 | $40K | Buy |
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|
2018
Q3 | $37K | Sell |
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|
2018
Q2 | $60K | Sell |
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|
2018
Q1 | $62K | Sell |
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|
2017
Q4 | $74K | Buy |
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