CAPTRUST Financial 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 | $51.7M | Buy |
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|
2025
Q1 | $51.1M | Buy |
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|
2024
Q4 | $43.5M | Buy |
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|
2024
Q3 | $46.4M | Buy |
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|
2024
Q2 | $39.7M | Buy |
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|
2024
Q1 | $37.9M | Sell |
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|
2023
Q4 | $58M | Buy |
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|
2023
Q3 | $37.9M | Sell |
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|
2023
Q2 | $39.3M | Sell |
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|
2023
Q1 | $43.4M | Buy |
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|
2022
Q4 | $45.9M | Buy |
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|
2022
Q3 | $40.8M | Buy |
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|
2022
Q2 | $35M | Buy |
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|
2022
Q1 | $35.1M | Buy |
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|
2021
Q4 | $29.9M | Buy |
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|
2021
Q3 | $26.8M | Buy |
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|
2021
Q2 | $20M | Sell |
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|
2021
Q1 | $19.8M | Sell |
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|
2020
Q4 | $20.3M | Buy |
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|
2020
Q3 | $16.9M | Sell |
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|
2020
Q2 | $16.3M | Buy |
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|
2020
Q1 | $13.4M | Sell |
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|
2019
Q4 | $16.9M | Buy |
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|
2019
Q3 | $9.37M | Sell |
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|
2019
Q2 | $8.66M | Buy |
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|
2019
Q1 | $8.63M | Buy |
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|
2018
Q4 | $8.2M | Sell |
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|
2018
Q3 | $7.96M | Buy |
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|
2018
Q2 | $5.88M | Buy |
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|
2018
Q1 | $5.53M | Sell |
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|
2017
Q4 | $6.06M | Buy |
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|
2017
Q3 | $3.61M | Buy |
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