Kapstone Financial Advisors’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 | $840K | Buy |
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|
2025
Q1 | $775K | Hold |
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|
2024
Q4 | $703K | Hold |
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|
2024
Q3 | $737K | Sell |
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|
2024
Q2 | $641K | Sell |
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|
2024
Q1 | $623K | Sell |
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|
2023
Q4 | $618K | Buy |
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|
2023
Q3 | $566K | Buy |
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|
2023
Q2 | $589K | Buy |
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|
2023
Q1 | $626K | Hold |
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|
2022
Q4 | $644K | Buy |
|