Proficio Capital Partners’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 | $322K | Buy |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $282K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $228K | Sell |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | $381K | Buy |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | $247K | Buy |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $235K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $42K | Buy |
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|
2019
Q1 | $28K | Sell |
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|
2018
Q4 | $38K | Buy |
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|
2018
Q3 | $22K | Hold |
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|
2018
Q2 | $22K | Sell |
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|
2018
Q1 | $29K | Buy |
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|
2017
Q4 | $28K | Sell |
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|
2017
Q3 | $31K | Hold |
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|
2017
Q2 | $31K | Sell |
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|
2017
Q1 | $32K | Buy |
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|
2016
Q4 | $24K | Buy |
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|
2016
Q3 | $21K | Hold |
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|
2016
Q2 | $22K | Buy |
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|
2016
Q1 | $11K | Sell |
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|
2015
Q4 | $21K | Buy |
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