Capital Advantage’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 | $320K | Hold |
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|
2025
Q2 | $306K | Buy |
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|
2025
Q1 | $263K | Hold |
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|
2024
Q4 | $263K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Sell |
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|
2019
Q3 | $213K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $232K | Hold |
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|
2016
Q4 | $220K | Hold |
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|
2016
Q3 | $227K | Buy |
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