Forte Capital’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
Q2 | $2.71M | Sell |
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|
2025
Q1 | $2.83M | Buy |
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|
2024
Q4 | $2.44M | Sell |
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|
2024
Q3 | $2.64M | Sell |
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|
2024
Q2 | $2.36M | Sell |
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|
2024
Q1 | $2.31M | Buy |
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|
2023
Q4 | $2.15M | Sell |
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|
2023
Q3 | $1.98M | Sell |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $2.09M | Sell |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $2.02M | Buy |
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|
2022
Q2 | $2.31M | Buy |
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|
2022
Q1 | $1.86M | Hold |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.21M | Buy |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $1.12M | Buy |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | $1.06M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $546K | Buy |
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|
2017
Q3 | $535K | Sell |
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|
2017
Q2 | $538K | Buy |
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|
2017
Q1 | $520K | Buy |
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|
2016
Q4 | $453K | Buy |
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|
2016
Q3 | $219K | Sell |
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|
2016
Q2 | $237K | Sell |
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|
2016
Q1 | $376K | Buy |
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|
2015
Q4 | $297K | Hold |
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|
2015
Q3 | $300K | Buy |
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|
2015
Q2 | $292K | Buy |
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|
2015
Q1 | $294K | Buy |
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|
2014
Q4 | $284K | Sell |
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|
2014
Q3 | $317K | Buy |
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