Lavaca Capital’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 | $11.8K | Hold |
100
| – | – | ﹤0.01% | 221 |
|
|
2025
Q1 | $12.2K | Hold |
100
| – | – | 0.01% | 198 |
|
|
2024
Q4 | $10.8K | Buy |
+100
| New | +$10.8K | ﹤0.01% | 257 |
|
|
2021
Q2 | – | Sell |
-4,164
| Closed | -$402K | – | 125 |
|
|
2021
Q1 | $402K | Sell |
4,164
-156
| -4% | -$15.1K | 0.03% | 82 |
|
|
2020
Q4 | $396K | Buy |
4,320
+156
| +4% | +$14.3K | 0.05% | 69 |
|
|
2020
Q3 | $369K | Hold |
4,164
| – | – | 0.06% | 72 |
|
|
2020
Q2 | $333K | Buy |
4,164
+100
| +2% | +$8K | 0.11% | 59 |
|
|
2020
Q1 | $329K | Hold |
4,064
| – | – | 0.32% | 49 |
|
|
2019
Q4 | $371K | Hold |
4,064
| – | – | 0.29% | 50 |
|
|
2019
Q3 | $390K | Hold |
4,064
| – | – | 0.29% | 53 |
|
|
2019
Q2 | $359K | Hold |
4,064
| – | – | 0.28% | 55 |
|
|
2019
Q1 | $366K | Sell |
4,064
-7,000
| -63% | -$630K | 0.31% | 44 |
|
|
2018
Q4 | $955K | Buy |
+11,064
| New | +$955K | 0.95% | 21 |
|