Aviance Capital Partners’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
Q3 | $1.03M | Buy |
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|
2025
Q2 | $928K | Buy |
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|
2025
Q1 | $800K | Sell |
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|
2024
Q4 | $757K | Sell |
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|
2024
Q3 | $2.3M | Buy |
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|
2024
Q2 | $1.99M | Buy |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.35M | Hold |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1.33M | Sell |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $1.61M | Hold |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.49M | Hold |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $1.39M | Sell |
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|
2020
Q3 | $1.37M | Hold |
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|
2020
Q2 | $1.24M | Hold |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $403K | Buy |
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|
2019
Q3 | $358K | Sell |
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|
2019
Q2 | $416K | Buy |
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|
2019
Q1 | $409K | Buy |
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|
2018
Q4 | $323K | Buy |
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|
2018
Q3 | $297K | Buy |
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|
2018
Q2 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $269K | Hold |
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|
2017
Q3 | $269K | Sell |
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|
2017
Q2 | $365K | Hold |
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|
2017
Q1 | $358K | Sell |
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|
2016
Q4 | $365K | Sell |
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|
2016
Q3 | $389K | Hold |
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|
2016
Q2 | $417K | Sell |
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|
2016
Q1 | $877K | Sell |
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|
2015
Q4 | $865K | Buy |
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|
2015
Q3 | $344K | Sell |
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|
2015
Q2 | $376K | Sell |
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|
2015
Q1 | $425K | Sell |
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|
2014
Q4 | $481K | Sell |
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|
2014
Q3 | $453K | Buy |
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|
2014
Q2 | $416K | Buy |
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|
2014
Q1 | $373K | Hold |
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|
2013
Q4 | $362K | Buy |
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|
2013
Q3 | $327K | Sell |
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|
2013
Q2 | $334K | Buy |
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