Venture Visionary Partners’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 | $808K | Buy |
6,847
+353
| +5% | +$41.7K | 0.03% | 308 |
|
|
2025
Q1 | $792K | Buy |
6,494
+772
| +13% | +$94.2K | 0.03% | 302 |
|
|
2024
Q4 | $617K | Sell |
5,722
-115
| -2% | -$12.4K | 0.03% | 327 |
|
|
2024
Q3 | $673K | Sell |
5,837
-371
| -6% | -$42.8K | 0.03% | 326 |
|
|
2024
Q2 | $622K | Buy |
6,208
+156
| +3% | +$15.6K | 0.03% | 336 |
|
|
2024
Q1 | $585K | Sell |
6,052
-312
| -5% | -$30.2K | 0.03% | 341 |
|
|
2023
Q4 | $618K | Buy |
6,364
+56
| +0.9% | +$5.43K | 0.03% | 317 |
|
|
2023
Q3 | $557K | Buy |
6,308
+362
| +6% | +$32K | 0.03% | 312 |
|
|
2023
Q2 | $534K | Sell |
5,946
-2,193
| -27% | -$197K | 0.03% | 330 |
|
|
2023
Q1 | $785K | Sell |
8,139
-322
| -4% | -$31.1K | 0.05% | 266 |
|
|
2022
Q4 | $871K | Buy |
8,461
+102
| +1% | +$10.5K | 0.06% | 238 |
|
|
2022
Q3 | $777K | Sell |
8,359
-316
| -4% | -$29.4K | 0.06% | 234 |
|
|
2022
Q2 | $930K | Buy |
8,675
+28
| +0.3% | +$3K | 0.07% | 213 |
|
|
2022
Q1 | $965K | Buy |
8,647
+406
| +5% | +$45.3K | 0.06% | 224 |
|
|
2021
Q4 | $864K | Buy |
8,241
+30
| +0.4% | +$3.15K | 0.06% | 245 |
|
|
2021
Q3 | $801K | Buy |
8,211
+1,891
| +30% | +$184K | 0.06% | 246 |
|
|
2021
Q2 | $623K | Sell |
6,320
-296
| -4% | -$29.2K | 0.05% | 276 |
|
|
2021
Q1 | $638K | Buy |
6,616
+2,402
| +57% | +$232K | 0.05% | 262 |
|
|
2020
Q4 | $385K | Buy |
+4,214
| New | +$385K | 0.04% | 279 |
|