LVM Capital Management’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 | $526K | Sell |
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|
2025
Q2 | $505K | Sell |
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $396K | Hold |
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|
2024
Q2 | $396K | Hold |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $410K | Buy |
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|
2023
Q3 | $359K | Hold |
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|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $397K | Sell |
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|
2022
Q4 | $462K | Buy |
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|
2022
Q3 | $417K | Sell |
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|
2022
Q2 | $482K | Hold |
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|
2022
Q1 | $502K | Sell |
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|
2021
Q4 | $475K | Sell |
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|
2021
Q3 | $452K | Hold |
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|
2021
Q2 | $457K | Hold |
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|
2021
Q1 | $447K | Sell |
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|
2020
Q4 | $442K | Hold |
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|
2020
Q3 | $428K | Sell |
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|
2020
Q2 | $406K | Buy |
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|
2020
Q1 | $408K | Sell |
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|
2019
Q4 | $462K | Hold |
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|
2019
Q3 | $485K | Sell |
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|
2019
Q2 | $465K | Sell |
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|
2019
Q1 | $483K | Buy |
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|
2018
Q4 | $436K | Hold |
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|
2018
Q3 | $404K | Buy |
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|
2018
Q2 | $398K | Sell |
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|
2018
Q1 | $390K | Sell |
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|
2017
Q4 | $453K | Sell |
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|
2017
Q3 | $472K | Buy |
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|
2017
Q2 | $453K | Sell |
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|
2017
Q1 | $487K | Hold |
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|
2016
Q4 | $461K | Sell |
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|
2016
Q3 | $704K | Buy |
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|
2016
Q2 | $625K | Sell |
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|
2016
Q1 | $597K | Sell |
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|
2015
Q4 | $588K | Sell |
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|
2015
Q3 | $611K | Hold |
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|
2015
Q2 | $600K | Hold |
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|
2015
Q1 | $652K | Hold |
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|
2014
Q4 | $710K | Hold |
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|
2014
Q3 | $635K | Sell |
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|
2014
Q2 | $704K | Hold |
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|
2014
Q1 | $676K | Buy |
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|
2013
Q4 | $586K | Sell |
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|
2013
Q3 | $719K | Sell |
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|
2013
Q2 | $779K | Buy |
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