VeraBank’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 | $906K | Buy |
7,682
+5,220
| +212% | +$616K | 0.18% | 87 |
|
|
2025
Q1 | $300K | Sell |
2,462
-12
| -0.5% | -$1.46K | 0.08% | 119 |
|
|
2024
Q4 | $267K | Sell |
2,474
-49
| -2% | -$5.28K | 0.08% | 127 |
|
|
2024
Q3 | $291K | Sell |
2,523
-40
| -2% | -$4.61K | 0.09% | 129 |
|
|
2024
Q2 | $257K | Hold |
2,563
| – | – | 0.08% | 130 |
|
|
2024
Q1 | $248K | Hold |
2,563
| – | – | 0.08% | 134 |
|
|
2023
Q4 | $249K | Buy |
2,563
+62
| +2% | +$6.02K | 0.08% | 128 |
|
|
2023
Q3 | $221K | Hold |
2,501
| – | – | 0.08% | 127 |
|
|
2023
Q2 | $224K | Hold |
2,501
| – | – | 0.09% | 126 |
|
|
2023
Q1 | $241K | Hold |
2,501
| – | – | 0.11% | 122 |
|
|
2022
Q4 | $258K | Hold |
2,501
| – | – | 0.13% | 107 |
|
|
2022
Q3 | $233K | Hold |
2,501
| – | – | 0.15% | 108 |
|
|
2022
Q2 | $269K | Hold |
2,501
| – | – | 0.16% | 109 |
|
|
2022
Q1 | $279K | Hold |
2,501
| – | – | 0.14% | 109 |
|
|
2021
Q4 | $262K | Sell |
2,501
-55
| -2% | -$5.76K | 0.13% | 118 |
|
|
2021
Q3 | $250K | Buy |
2,556
+55
| +2% | +$5.38K | 0.14% | 116 |
|
|
2021
Q2 | $247K | Hold |
2,501
| – | – | 0.15% | 107 |
|
|
2021
Q1 | $241K | Hold |
2,501
| – | – | 0.16% | 104 |
|
|
2020
Q4 | $229K | Sell |
2,501
-151
| -6% | -$13.8K | 0.16% | 97 |
|
|
2020
Q3 | $235K | Hold |
2,652
| – | – | 0.18% | 96 |
|
|
2020
Q2 | $212K | Buy |
+2,652
| New | +$212K | 0.17% | 102 |
|