NewSquare Capital’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 | $8.07M | Buy |
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|
2025
Q1 | $7.94M | Sell |
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|
2024
Q4 | $7.05M | Sell |
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|
2024
Q3 | $7.59M | Sell |
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|
2024
Q2 | $6.65M | Buy |
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|
2024
Q1 | $6.24M | Buy |
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|
2023
Q4 | $6.22M | Sell |
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|
2023
Q3 | $5.69M | Buy |
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|
2023
Q2 | $5.54M | Buy |
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|
2023
Q1 | $5.56M | Buy |
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|
2022
Q4 | $5.48M | Buy |
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|
2022
Q3 | $4.56M | Buy |
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|
2022
Q2 | $4.89M | Buy |
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|
2022
Q1 | $4.69M | Buy |
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|
2021
Q4 | $3.94M | Buy |
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|
2021
Q3 | $3.28M | Buy |
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|
2021
Q2 | $3.21M | Buy |
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|
2021
Q1 | $2.99M | Buy |
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|
2020
Q4 | $2.79M | Buy |
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|
2020
Q3 | $2.65M | Buy |
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|
2020
Q2 | $18K | Buy |
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|
2020
Q1 | $15K | Hold |
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|
2019
Q4 | $17K | Hold |
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|
2019
Q3 | $18K | Hold |
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|
2019
Q2 | $17K | Sell |
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|
2019
Q1 | $21K | Sell |
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|
2018
Q4 | $1.48M | Buy |
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|
2018
Q3 | $1.34M | Buy |
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|
2018
Q2 | $1.23M | Buy |
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|
2018
Q1 | $982K | Buy |
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|
2017
Q4 | $966K | Buy |
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|
2017
Q3 | $871K | Buy |
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|
2017
Q2 | $856K | Buy |
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|
2017
Q1 | $804K | Buy |
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|
2016
Q4 | $654K | Buy |
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|
2016
Q3 | $634K | Buy |
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|
2016
Q2 | $650K | Buy |
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|
2016
Q1 | $525K | Sell |
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|
2015
Q4 | $482K | Buy |
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|
2015
Q3 | $432K | Buy |
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|
2015
Q2 | $26K | Hold |
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|
2015
Q1 | $28K | Hold |
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|
2014
Q4 | $30K | Hold |
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|
2014
Q3 | $27K | Buy |
|