Ranch Capital Advisors’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 | $2.2M | Buy |
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|
2025
Q1 | $2.17M | Buy |
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|
2024
Q4 | $1.76M | Buy |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.25M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $222K | Buy |
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|
2021
Q4 | $209K | Sell |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $225K | Hold |
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|
2021
Q1 | $220K | Hold |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $238K | Sell |
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|
2020
Q2 | $239K | Sell |
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|
2020
Q1 | $292K | Sell |
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|
2019
Q4 | $349K | Buy |
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|
2019
Q3 | $249K | Buy |
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