LA
LVW Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
20,746
+1,100
| +6% | +$130K | 0.27% | 48 |
|
|
2025
Q1 | $2.4M | Buy |
19,646
+938
| +5% | +$114K | 0.29% | 44 |
|
|
2024
Q4 | $2.02M | Buy |
18,708
+754
| +4% | +$81.2K | 0.24% | 58 |
|
|
2024
Q3 | $2.07M | Buy |
17,954
+873
| +5% | +$101K | 0.26% | 59 |
|
|
2024
Q2 | $1.71M | Buy |
17,081
+1,575
| +10% | +$158K | 0.25% | 63 |
|
|
2024
Q1 | $1.5M | Buy |
15,506
+6,470
| +72% | +$626K | 0.25% | 66 |
|
|
2023
Q4 | $877K | Buy |
9,036
+4,783
| +112% | +$464K | 0.16% | 94 |
|
|
2023
Q3 | $375K | Buy |
+4,253
| New | +$375K | 0.08% | 154 |
|
|
2019
Q2 | – | Sell |
-3,709
| Closed | -$334K | – | 170 |
|
|
2019
Q1 | $334K | Buy |
3,709
+1,068
| +40% | +$96.2K | 0.09% | 136 |
|
|
2018
Q4 | $228K | Sell |
2,641
-5,518
| -68% | -$476K | 0.08% | 145 |
|
|
2018
Q3 | $653K | Sell |
8,159
-4
| -0% | -$320 | 0.18% | 82 |
|
|
2018
Q2 | $646K | Sell |
8,163
-217
| -3% | -$17.2K | 0.2% | 77 |
|
|
2018
Q1 | $649K | Sell |
8,380
-26
| -0.3% | -$2.01K | 0.2% | 75 |
|
|
2017
Q4 | $707K | Buy |
8,406
+2,019
| +32% | +$170K | 0.21% | 72 |
|
|
2017
Q3 | $536K | Buy |
+6,387
| New | +$536K | 0.21% | 81 |
|