Kavar Capital Partners Group’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 | $1.21M | Buy |
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|
2025
Q2 | $1.14M | Hold |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $718K | Hold |
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|
2024
Q3 | $768K | Hold |
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|
2024
Q2 | $668K | Hold |
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|
2024
Q1 | $644K | Sell |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $588K | Hold |
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|
2023
Q2 | $598K | Sell |
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|
2023
Q1 | $732K | Sell |
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|
2022
Q4 | $794K | Buy |
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|
2022
Q3 | $716K | Buy |
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|
2022
Q2 | $781K | Buy |
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|
2022
Q1 | $769K | Buy |
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|
2021
Q4 | $719K | Sell |
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|
2021
Q3 | $708K | Buy |
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|
2021
Q2 | $716K | Buy |
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|
2021
Q1 | $700K | Buy |
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|
2020
Q4 | $595K | Buy |
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|
2020
Q3 | $569K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $10K | Hold |
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|
2018
Q1 | $10K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $106K | Sell |
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|
2015
Q3 | $107K | Sell |
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|
2015
Q2 | $106K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $109K | Hold |
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|
2013
Q4 | $106K | Buy |
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