Versant Capital Management’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 | $314K | Buy |
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|
2025
Q2 | $293K | Buy |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $118K | Buy |
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|
2024
Q3 | $84.2K | Buy |
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|
2024
Q2 | $48.1K | Buy |
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|
2024
Q1 | $35.6K | Buy |
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|
2023
Q4 | $24.4K | Sell |
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|
2023
Q3 | $38K | Sell |
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|
2023
Q2 | $39.9K | Sell |
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|
2023
Q1 | $66.6K | Buy |
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|
2022
Q4 | $59.7K | Sell |
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|
2022
Q3 | $56K | Sell |
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|
2022
Q2 | $65K | Sell |
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|
2022
Q1 | $68K | Buy |
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|
2021
Q4 | $62K | Sell |
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|
2021
Q3 | $59K | Sell |
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|
2021
Q2 | $66K | Sell |
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|
2021
Q1 | $143K | Hold |
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|
2020
Q4 | $135K | Sell |
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|
2020
Q3 | $167K | Buy |
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|
2020
Q2 | $143K | Buy |
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|
2020
Q1 | $107K | Sell |
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|
2019
Q4 | $122K | Sell |
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|
2019
Q3 | $158K | Sell |
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|
2019
Q2 | $148K | Sell |
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|
2019
Q1 | $228K | Sell |
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|
2018
Q4 | $237K | Hold |
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|
2018
Q3 | $220K | Sell |
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|
2018
Q2 | $234K | Sell |
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|
2018
Q1 | $241K | Sell |
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|
2017
Q4 | $305K | Buy |
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|
2017
Q3 | $278K | Sell |
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|
2017
Q2 | $292K | Sell |
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|
2017
Q1 | $310K | Buy |
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|
2016
Q4 | $289K | Buy |
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|
2016
Q3 | $283K | Buy |
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|
2016
Q2 | $297K | Sell |
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|
2016
Q1 | $284K | Buy |
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|
2015
Q4 | $249K | Buy |
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