Capital Analysts LLC’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 | $629K | Sell |
|
|||||
|
2025
Q1 | $671K | Sell |
|
|||||
|
2024
Q4 | $612K | Buy |
|
|||||
|
2024
Q3 | $561K | Buy |
|
|||||
|
2024
Q2 | $257K | Buy |
|
|||||
|
2024
Q1 | $211K | Hold |
|
|||||
|
2023
Q4 | $212K | Sell |
|
|||||
|
2023
Q3 | $203K | Sell |
|
|||||
|
2023
Q2 | $442K | Buy |
|
|||||
|
2023
Q1 | $458K | Buy |
|
|||||
|
2022
Q4 | $481K | Buy |
|
|||||
|
2022
Q3 | $423K | Buy |
|
|||||
|
2022
Q2 | $481K | Buy |
|
|||||
|
2022
Q1 | $500K | Buy |
|
|||||
|
2021
Q4 | $459K | Buy |
|
|||||
|
2021
Q3 | $408K | Buy |
|
|||||
|
2021
Q2 | $396K | Buy |
|
|||||
|
2021
Q1 | $379K | Buy |
|
|||||
|
2020
Q4 | $1K | Sell |
|
|||||
|
2020
Q3 | $18K | Hold |
|
|||||
|
2020
Q2 | $16K | Hold |
|
|||||
|
2020
Q1 | $16K | Sell |
|
|||||
|
2019
Q4 | $29K | Sell |
|
|||||
|
2019
Q3 | $41K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $19.5K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $24.6K | Buy |
|