Castleview 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
Q4 | $378K | Buy |
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|
2025
Q3 | $313K | Buy |
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|
2025
Q2 | $267K | Buy |
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|
2025
Q1 | $246K | Sell |
|
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|
2024
Q4 | $232K | Buy |
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|
2024
Q3 | $224K | Buy |
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|
2024
Q2 | $186K | Buy |
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|
2024
Q1 | $171K | Buy |
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|
2023
Q4 | $126K | Buy |
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|
2023
Q3 | $108K | Sell |
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|
2023
Q2 | $110K | Sell |
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|
2023
Q1 | $197K | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q3 | $171K | Buy |
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|
2022
Q2 | $77.8K | Sell |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $2.1K | Buy |
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|
2021
Q2 | $133K | Buy |
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