Chapin Davis’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 | $988K | Buy |
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|
2025
Q2 | $903K | Hold |
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|
2025
Q1 | $933K | Sell |
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|
2024
Q4 | $885K | Hold |
|
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|
2024
Q3 | $885K | Hold |
|
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|
2024
Q2 | $769K | Hold |
|
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|
2024
Q1 | $742K | Buy |
|
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|
2023
Q4 | $732K | Hold |
|
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|
2023
Q3 | $666K | Hold |
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|
2023
Q2 | $677K | Hold |
|
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|
2023
Q1 | $728K | Buy |
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|
2022
Q4 | $687K | Buy |
|