Roundview 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 | $580K | Sell |
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|
2025
Q1 | $612K | Sell |
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|
2024
Q4 | $568K | Buy |
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|
2024
Q3 | $600K | Buy |
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|
2024
Q2 | $483K | Buy |
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|
2024
Q1 | $463K | Buy |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q2 | $216K | Buy |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Buy |
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