Cassia Capital Partners’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 | $1.38M | Buy |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $840K | Sell |
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|
2024
Q2 | $784K | Sell |
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|
2024
Q1 | $824K | Buy |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $632K | Buy |
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|
2023
Q2 | $631K | Buy |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $611K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $223K | Buy |
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