Capital Planning Advisors’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 | $258K | Sell |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | $235K | Buy |
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|
2024
Q3 | $249K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $201K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $213K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $200K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $259K | Sell |
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|
2017
Q4 | $300K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $272K | Sell |
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|
2015
Q1 | $392K | Buy |
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