Biltmore Family Office’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Hold |
11,462
| – | – | 0.23% | 74 |
|
|
2025
Q1 | $1.4M | Sell |
11,462
-48
| -0.4% | -$5.85K | 0.24% | 71 |
|
|
2024
Q4 | $1.24M | Sell |
11,510
-64
| -0.6% | -$6.9K | 0.21% | 76 |
|
|
2024
Q3 | $1.33M | Buy |
11,574
+20
| +0.2% | +$2.31K | 0.23% | 75 |
|
|
2024
Q2 | $1.16M | Hold |
11,554
| – | – | 0.21% | 73 |
|
|
2024
Q1 | $1.12M | Sell |
11,554
-103
| -0.9% | -$9.96K | 0.22% | 75 |
|
|
2023
Q4 | $1.13M | Hold |
11,657
| – | – | 0.23% | 69 |
|
|
2023
Q3 | $1.03M | Sell |
11,657
-218
| -2% | -$19.2K | 0.23% | 69 |
|
|
2023
Q2 | $1.07M | Hold |
11,875
| – | – | 0.23% | 67 |
|
|
2023
Q1 | $1.15M | Buy |
11,875
+1,094
| +10% | +$106K | 0.24% | 63 |
|
|
2022
Q4 | $1.11M | Sell |
10,781
-8
| -0.1% | -$824 | 0.23% | 63 |
|
|
2022
Q3 | $1M | Buy |
10,789
+14
| +0.1% | +$1.3K | 0.23% | 61 |
|
|
2022
Q2 | $1.16M | Buy |
10,775
+1
| +0% | +$107 | 0.29% | 58 |
|
|
2022
Q1 | $1.2M | Sell |
10,774
-708
| -6% | -$79.1K | 0.26% | 64 |
|
|
2021
Q4 | $1.2M | Buy |
11,482
+2,921
| +34% | +$306K | 0.23% | 71 |
|
|
2021
Q3 | $835K | Buy |
8,561
+3
| +0% | +$293 | 0.2% | 78 |
|
|
2021
Q2 | $845K | Sell |
8,558
-236
| -3% | -$23.3K | 0.24% | 71 |
|
|
2021
Q1 | $849K | Buy |
8,794
+3
| +0% | +$290 | 0.26% | 58 |
|
|
2020
Q4 | $805K | Sell |
8,791
-2,056
| -19% | -$188K | 0.24% | 62 |
|
|
2020
Q3 | $961K | Buy |
10,847
+3
| +0% | +$266 | 0.54% | 43 |
|
|
2020
Q2 | $866K | Sell |
10,844
-228
| -2% | -$18.2K | 0.52% | 56 |
|
|
2020
Q1 | $896K | Sell |
11,072
-38,834
| -78% | -$3.14M | 0.59% | 46 |
|
|
2019
Q4 | $4.55M | Buy |
49,906
+2,242
| +5% | +$204K | 1.83% | 13 |
|
|
2019
Q3 | $4.57M | Buy |
47,664
+18,856
| +65% | +$1.81M | 1.97% | 10 |
|
|
2019
Q2 | $2.54M | Hold |
28,808
| – | – | 1.38% | 25 |
|
|
2019
Q1 | $2.59M | Hold |
28,808
| – | – | 1.32% | 26 |
|
|
2018
Q4 | $2.49M | Buy |
28,808
+482
| +2% | +$41.6K | 1.4% | 22 |
|
|
2018
Q3 | $2.27M | Hold |
28,326
| – | – | 1.08% | 31 |
|
|
2018
Q2 | $2.24M | Hold |
28,326
| – | – | 1.11% | 28 |
|
|
2018
Q1 | $2.19M | Sell |
28,326
-1,012
| -3% | -$78.4K | 0.97% | 33 |
|
|
2017
Q4 | $2.47M | Buy |
+29,338
| New | +$2.47M | 1.12% | 32 |
|