MV 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
Q2 | $222K | Sell |
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|
2025
Q1 | $231K | Buy |
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|
2024
Q4 | $203K | Sell |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $192K | Buy |
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|
2024
Q1 | $184K | Buy |
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|
2023
Q4 | $183K | Sell |
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|
2023
Q3 | $183K | Sell |
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|
2023
Q2 | $192K | Sell |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $222K | Buy |
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|
2021
Q3 | $204K | Buy |
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|
2021
Q2 | $199K | Buy |
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|
2021
Q1 | $184K | Buy |
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|
2020
Q4 | $173K | Buy |
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|
2020
Q3 | $144K | Sell |
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|
2020
Q2 | $149K | Buy |
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|
2020
Q1 | $116K | Buy |
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|
2019
Q4 | $53K | Sell |
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|
2019
Q3 | $60K | Buy |
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|
2019
Q2 | $52K | Hold |
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|
2019
Q1 | $53K | Sell |
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|
2018
Q4 | $307K | Buy |
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|
2018
Q3 | $261K | Sell |
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|
2018
Q2 | $259K | Sell |
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|
2018
Q1 | $296K | Buy |
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|
2017
Q4 | $239K | Sell |
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|
2017
Q3 | $241K | Sell |
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|
2017
Q2 | $274K | Buy |
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|
2017
Q1 | $266K | Sell |
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|
2016
Q4 | $264K | Sell |
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|
2016
Q3 | $303K | Sell |
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|
2016
Q2 | $369K | Buy |
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|
2016
Q1 | $333K | Buy |
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|
2015
Q4 | $247K | Buy |
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|
2015
Q3 | $138K | Buy |
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|
2015
Q2 | $98K | Buy |
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|
2015
Q1 | $57K | Hold |
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|
2014
Q4 | $62K | Buy |
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