Venture Visionary Partners’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
Q3 | $834K | Sell |
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|
2025
Q2 | $808K | Buy |
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|
2025
Q1 | $792K | Buy |
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|
2024
Q4 | $617K | Sell |
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|
2024
Q3 | $673K | Sell |
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|
2024
Q2 | $622K | Buy |
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|
2024
Q1 | $585K | Sell |
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|
2023
Q4 | $618K | Buy |
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|
2023
Q3 | $557K | Buy |
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|
2023
Q2 | $534K | Sell |
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|
2023
Q1 | $785K | Sell |
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|
2022
Q4 | $871K | Buy |
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|
2022
Q3 | $777K | Sell |
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|
2022
Q2 | $930K | Buy |
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|
2022
Q1 | $965K | Buy |
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|
2021
Q4 | $864K | Buy |
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|
2021
Q3 | $801K | Buy |
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|
2021
Q2 | $623K | Sell |
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|
2021
Q1 | $638K | Buy |
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|
2020
Q4 | $385K | Buy |
|