Capital Advisors Ltd’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 | $108K | Hold |
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|
2025
Q2 | $103K | Sell |
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|
2025
Q1 | $107K | Sell |
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|
2024
Q4 | $97K | Buy |
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|
2024
Q3 | $95K | Hold |
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|
2024
Q2 | $82K | Sell |
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|
2024
Q1 | $84K | Buy |
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|
2023
Q4 | $75K | Sell |
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|
2023
Q3 | $76K | Buy |
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|
2023
Q2 | $76K | Buy |
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|
2023
Q1 | $37K | Sell |
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|
2022
Q4 | $42K | Buy |
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|
2022
Q3 | $28K | Sell |
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|
2022
Q2 | $33K | Buy |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $28K | Buy |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $26K | Hold |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $21K | Hold |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $24K | Hold |
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|
2019
Q3 | $25K | Hold |
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|
2019
Q2 | $23K | Buy |
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