CVA Family Office’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 | $608K | Sell |
5,150
-34
| -0.7% | -$4.01K | 0.09% | 147 |
|
|
2025
Q1 | $632K | Buy |
5,184
+149
| +3% | +$18.2K | 0.1% | 131 |
|
|
2024
Q4 | $542K | Sell |
5,035
-165
| -3% | -$17.8K | 0.09% | 150 |
|
|
2024
Q3 | $600K | Buy |
5,200
+31
| +0.6% | +$3.57K | 0.1% | 131 |
|
|
2024
Q2 | $518K | Buy |
5,169
+56
| +1% | +$5.61K | 0.09% | 133 |
|
|
2024
Q1 | $494K | Sell |
5,113
-148
| -3% | -$14.3K | 0.09% | 145 |
|
|
2023
Q4 | $511K | Buy |
5,261
+596
| +13% | +$57.8K | 0.1% | 130 |
|
|
2023
Q3 | $412K | Buy |
4,665
+170
| +4% | +$15K | 0.09% | 133 |
|
|
2023
Q2 | $403K | Sell |
4,495
-37
| -0.8% | -$3.32K | 0.08% | 137 |
|
|
2023
Q1 | $437K | Buy |
4,532
+545
| +14% | +$52.6K | 0.1% | 133 |
|
|
2022
Q4 | $411K | Sell |
3,987
-314
| -7% | -$32.3K | 0.1% | 132 |
|
|
2022
Q3 | $400K | Buy |
4,301
+3,135
| +269% | +$292K | 0.11% | 119 |
|
|
2022
Q2 | $125K | Buy |
1,166
+370
| +46% | +$39.7K | 0.03% | 219 |
|
|
2022
Q1 | $89K | Hold |
796
| – | – | 0.02% | 285 |
|
|
2021
Q4 | $84K | Sell |
796
-684
| -46% | -$72.2K | 0.02% | 271 |
|
|
2021
Q3 | $131K | Buy |
1,480
+669
| +82% | +$59.2K | 0.09% | 105 |
|
|
2021
Q2 | $80K | Sell |
811
-101
| -11% | -$9.96K | 0.02% | 276 |
|
|
2021
Q1 | $88K | Sell |
912
-59
| -6% | -$5.69K | 0.03% | 196 |
|
|
2020
Q4 | $89K | Sell |
971
-509
| -34% | -$46.7K | 0.05% | 140 |
|
|
2020
Q3 | $131K | Buy |
1,480
+745
| +101% | +$65.9K | 0.09% | 105 |
|
|
2020
Q2 | $59K | Sell |
735
-89
| -11% | -$7.14K | 0.05% | 148 |
|
|
2020
Q1 | $67K | Buy |
+824
| New | +$67K | 0.07% | 124 |
|