Truvestments Capital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
4,030
+16
| +0.4% | +$1.89K | 0.1% | 164 |
|
|
2025
Q1 | $490K | Buy |
4,014
+1,318
| +49% | +$161K | 0.11% | 151 |
|
|
2024
Q4 | $291K | Buy |
2,696
+13
| +0.5% | +$1.4K | 0.07% | 179 |
|
|
2024
Q3 | $309K | Buy |
2,683
+344
| +15% | +$39.7K | 0.08% | 177 |
|
|
2024
Q2 | $234K | Sell |
2,339
-60
| -3% | -$6.01K | 0.09% | 191 |
|
|
2024
Q1 | $232K | Sell |
2,399
-1,131
| -32% | -$109K | 0.09% | 193 |
|
|
2023
Q4 | $343K | Buy |
3,530
+397
| +13% | +$38.5K | 0.15% | 138 |
|
|
2023
Q3 | $276K | Buy |
3,133
+20
| +0.6% | +$1.77K | 0.14% | 140 |
|
|
2023
Q2 | $279K | Buy |
3,113
+42
| +1% | +$3.77K | 0.14% | 135 |
|
|
2023
Q1 | $296K | Sell |
3,071
-112
| -4% | -$10.8K | 0.16% | 115 |
|
|
2022
Q4 | $328K | Sell |
3,183
-335
| -10% | -$34.5K | 0.18% | 102 |
|
|
2022
Q3 | $327K | Sell |
3,518
-146
| -4% | -$13.6K | 0.21% | 109 |
|
|
2022
Q2 | $393K | Buy |
3,664
+20
| +0.5% | +$2.15K | 0.23% | 94 |
|
|
2022
Q1 | $407K | Buy |
3,644
+19
| +0.5% | +$2.12K | 0.22% | 104 |
|
|
2021
Q4 | $380K | Sell |
3,625
-397
| -10% | -$41.6K | 0.19% | 110 |
|
|
2021
Q3 | $392K | Buy |
4,022
+10
| +0.2% | +$975 | 0.22% | 109 |
|
|
2021
Q2 | $396K | Sell |
4,012
-3,639
| -48% | -$359K | 0.22% | 114 |
|
|
2021
Q1 | $738K | Buy |
7,651
+1,935
| +34% | +$187K | 0.42% | 68 |
|
|
2020
Q4 | $522K | Sell |
5,716
-119
| -2% | -$10.9K | 0.36% | 74 |
|
|
2020
Q3 | $516K | Sell |
5,835
-4,970
| -46% | -$440K | 0.47% | 65 |
|
|
2020
Q2 | $862K | Sell |
10,805
-2,119
| -16% | -$169K | 0.88% | 32 |
|
|
2020
Q1 | $1.05M | Sell |
12,924
-3,703
| -22% | -$299K | 1.33% | 20 |
|
|
2019
Q4 | $1.52M | Sell |
16,627
-61
| -0.4% | -$5.57K | 1.05% | 29 |
|
|
2019
Q3 | $1.6M | Sell |
16,688
-1,160
| -6% | -$111K | 1.04% | 26 |
|
|
2019
Q2 | $1.58M | Buy |
17,848
+657
| +4% | +$58K | 1.06% | 25 |
|
|
2019
Q1 | $1.55M | Buy |
+17,191
| New | +$1.55M | 1.19% | 21 |
|
|
2018
Q3 | $1.49M | Buy |
18,580
+3,857
| +26% | +$309K | 0.72% | 33 |
|
|
2018
Q2 | $1.16M | Buy |
+14,723
| New | +$1.16M | 0.73% | 40 |
|