United Bank (Virginia)’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 | $1.13M | Hold |
9,545
| – | – | 0.13% | 71 |
|
|
2025
Q1 | $1.16M | Hold |
9,545
| – | – | 0.15% | 71 |
|
|
2024
Q4 | $1.03M | Sell |
9,545
-92
| -1% | -$9.91K | 0.12% | 71 |
|
|
2024
Q3 | $1.11M | Buy |
9,637
+192
| +2% | +$22.1K | 0.13% | 69 |
|
|
2024
Q2 | $947K | Hold |
9,445
| – | – | 0.12% | 71 |
|
|
2024
Q1 | $913K | Hold |
9,445
| – | – | 0.11% | 73 |
|
|
2023
Q4 | $917K | Hold |
9,445
| – | – | 0.12% | 70 |
|
|
2023
Q3 | $834K | Sell |
9,445
-601
| -6% | -$53K | 0.11% | 69 |
|
|
2023
Q2 | $902K | Hold |
10,046
| – | – | 0.11% | 68 |
|
|
2023
Q1 | $969K | Sell |
10,046
-38
| -0.4% | -$3.67K | 0.12% | 70 |
|
|
2022
Q4 | $1.04M | Sell |
10,084
-191
| -2% | -$19.7K | 0.15% | 65 |
|
|
2022
Q3 | $956K | Buy |
10,275
+601
| +6% | +$55.9K | 0.15% | 69 |
|
|
2022
Q2 | $1.04M | Hold |
9,674
| – | – | 0.16% | 64 |
|
|
2022
Q1 | $1.08M | Sell |
9,674
-1,399
| -13% | -$156K | 0.14% | 67 |
|
|
2021
Q4 | $1.16M | Sell |
11,073
-435
| -4% | -$45.6K | 0.14% | 71 |
|
|
2021
Q3 | $1.12M | Hold |
11,508
| – | – | 0.15% | 69 |
|
|
2021
Q2 | $1.14M | Sell |
11,508
-687
| -6% | -$67.8K | 0.15% | 70 |
|
|
2021
Q1 | $1.18M | Sell |
12,195
-1,683
| -12% | -$162K | 0.16% | 73 |
|
|
2020
Q4 | $1.27M | Buy |
13,878
+3,000
| +28% | +$275K | 0.19% | 72 |
|
|
2020
Q3 | $963K | Sell |
10,878
-25
| -0.2% | -$2.21K | 0.17% | 69 |
|
|
2020
Q2 | $871K | Buy |
10,903
+160
| +1% | +$12.8K | 0.16% | 74 |
|
|
2020
Q1 | $869K | Hold |
10,743
| – | – | 0.19% | 68 |
|
|
2019
Q4 | $980K | Buy |
10,743
+967
| +10% | +$88.2K | 0.17% | 73 |
|
|
2019
Q3 | $937K | Sell |
9,776
-561
| -5% | -$53.8K | 0.17% | 75 |
|
|
2019
Q2 | $912K | Hold |
10,337
| – | – | 0.15% | 79 |
|
|
2019
Q1 | $930K | Buy |
10,337
+3,998
| +63% | +$360K | 0.17% | 71 |
|
|
2018
Q4 | $547K | Hold |
6,339
| – | – | 0.11% | 87 |
|
|
2018
Q3 | $507K | Hold |
6,339
| – | – | 0.11% | 86 |
|
|
2018
Q2 | $501K | Hold |
6,339
| – | – | 0.12% | 79 |
|
|
2018
Q1 | $491K | Hold |
6,339
| – | – | 0.11% | 76 |
|
|
2017
Q4 | $533K | Buy |
+6,339
| New | +$533K | 0.13% | 81 |
|