CVA Family Office’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 | $640K | Buy |
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|
2025
Q2 | $608K | Sell |
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|
2025
Q1 | $632K | Buy |
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|
2024
Q4 | $542K | Sell |
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|
2024
Q3 | $600K | Buy |
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|
2024
Q2 | $518K | Buy |
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|
2024
Q1 | $494K | Sell |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q4 | $411K | Sell |
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|
2022
Q3 | $400K | Buy |
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|
2022
Q2 | $125K | Buy |
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|
2022
Q1 | $89K | Hold |
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|
2021
Q4 | $84K | Sell |
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|
2021
Q3 | $131K | Buy |
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|
2021
Q2 | $80K | Sell |
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|
2021
Q1 | $88K | Sell |
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|
2020
Q4 | $89K | Sell |
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|
2020
Q3 | $131K | Buy |
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|
2020
Q2 | $59K | Sell |
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|
2020
Q1 | $67K | Buy |
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