TCPG
Trivant Custom Portfolio Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-500
| Closed | -$61K | – | 129 |
|
|
2025
Q1 | $61K | Hold |
500
| – | – | 0.04% | 89 |
|
|
2024
Q4 | $53.9K | Hold |
500
| – | – | 0.03% | 80 |
|
|
2024
Q3 | $57.7K | Sell |
500
-50
| -9% | -$5.77K | 0.03% | 83 |
|
|
2024
Q2 | $55.1K | Hold |
550
| – | – | 0.03% | 93 |
|
|
2024
Q1 | $53.2K | Hold |
550
| – | – | 0.03% | 93 |
|
|
2023
Q4 | $53.4K | Hold |
550
| – | – | 0.04% | 101 |
|
|
2023
Q3 | $48.5K | Hold |
550
| – | – | 0.04% | 92 |
|
|
2023
Q2 | $49.4K | Hold |
550
| – | – | 0.03% | 106 |
|
|
2023
Q1 | $53.1K | Buy |
+550
| New | +$53.1K | 0.04% | 116 |
|