Verdence Capital Advisors’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 | $3.36M | Buy |
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|
2025
Q2 | $2.18M | Buy |
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|
2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $1.93M | Buy |
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|
2024
Q3 | $1.76M | Sell |
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|
2024
Q2 | $2.15M | Buy |
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|
2024
Q1 | $2.07M | Buy |
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|
2023
Q4 | $1.94M | Buy |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.58M | Buy |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $920K | Sell |
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|
2020
Q3 | $904K | Sell |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $1.23M | Sell |
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|
2019
Q3 | $1.35M | Sell |
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|
2019
Q2 | $1.26M | Sell |
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|
2019
Q1 | $1.57M | Sell |
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|
2018
Q4 | $1.59M | Sell |
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|
2018
Q3 | $1.49M | Sell |
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|
2018
Q2 | $1.5M | Buy |
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|
2018
Q1 | $1.44M | Sell |
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|
2017
Q4 | $1.62M | Buy |
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