Castleview Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
2,264
+248
| +12% | +$29.3K | 0.17% | 141 |
|
|
2025
Q1 | $246K | Sell |
2,016
-138
| -6% | -$16.8K | 0.17% | 148 |
|
|
2024
Q4 | $232K | Buy |
2,154
+210
| +11% | +$22.6K | 0.13% | 172 |
|
|
2024
Q3 | $224K | Buy |
1,944
+90
| +5% | +$10.4K | 0.13% | 163 |
|
|
2024
Q2 | $186K | Buy |
1,854
+91
| +5% | +$9.12K | 0.11% | 179 |
|
|
2024
Q1 | $171K | Buy |
1,763
+459
| +35% | +$44.4K | 0.1% | 194 |
|
|
2023
Q4 | $126K | Buy |
1,304
+80
| +7% | +$7.76K | 0.09% | 183 |
|
|
2023
Q3 | $108K | Sell |
1,224
-3
| -0.2% | -$265 | 0.1% | 169 |
|
|
2023
Q2 | $110K | Sell |
1,227
-818
| -40% | -$73.4K | 0.1% | 178 |
|
|
2023
Q1 | $197K | Buy |
2,045
+76
| +4% | +$7.33K | 0.17% | 129 |
|
|
2022
Q4 | $203K | Buy |
1,969
+132
| +7% | +$13.6K | 0.2% | 119 |
|
|
2022
Q3 | $171K | Buy |
1,837
+437
| +31% | +$40.7K | 0.16% | 136 |
|
|
2022
Q2 | $77.8K | Sell |
1,400
-819
| -37% | -$45.5K | 0.06% | 240 |
|
|
2022
Q1 | $247K | Sell |
2,219
-217,966
| -99% | -$24.3M | 0.15% | 135 |
|
|
2021
Q4 | $2.1K | Buy |
+220,185
| New | +$2.1K | 0.02% | 275 |
|
|
2021
Q2 | $133K | Buy |
+1,343
| New | +$133K | 0.06% | 250 |
|