Blue Fin 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 | $563K | Buy |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $496K | Hold |
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|
2024
Q2 | $431K | Hold |
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|
2024
Q1 | $416K | Hold |
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|
2023
Q4 | $417K | Hold |
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|
2023
Q3 | $380K | Hold |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $422K | Sell |
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $468K | Hold |
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|
2022
Q1 | $487K | Hold |
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|
2021
Q4 | $458K | Hold |
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|
2021
Q3 | $426K | Sell |
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|
2021
Q2 | $463K | Sell |
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|
2021
Q1 | $479K | Sell |
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|
2020
Q4 | $459K | Sell |
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|
2020
Q3 | $449K | Hold |
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|
2020
Q2 | $405K | Sell |
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|
2020
Q1 | $418K | Hold |
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|
2019
Q4 | $472K | Hold |
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|
2019
Q3 | $495K | Hold |
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|
2019
Q2 | $456K | Sell |
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|
2019
Q1 | $468K | Sell |
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|
2018
Q4 | $467K | Sell |
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|
2018
Q3 | $460K | Sell |
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|
2018
Q2 | $470K | Sell |
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|
2018
Q1 | $466K | Hold |
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|
2017
Q4 | $506K | Buy |
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|
2017
Q3 | $496K | Hold |
|
|||||
|
2017
Q2 | $494K | Sell |
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|
2017
Q1 | $493K | Hold |
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|
2016
Q4 | $467K | Buy |
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|
2016
Q3 | $431K | Hold |
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|
2016
Q2 | $462K | Buy |
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|
2016
Q1 | $424K | Sell |
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|
2015
Q4 | $440K | Sell |
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|
2015
Q3 | $474K | Sell |
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|
2015
Q2 | $477K | Sell |
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|
2015
Q1 | $525K | Hold |
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|
2014
Q4 | $571K | Buy |
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|
2014
Q3 | $489K | Buy |
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|
2014
Q2 | $480K | Buy |
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|
2014
Q1 | $423K | Buy |
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|
2013
Q4 | $405K | Buy |
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