Verus Capital 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 | $658K | Buy |
5,577
+329
| +6% | +$38.8K | 0.05% | 199 |
|
|
2025
Q1 | $640K | Buy |
5,248
+2,332
| +80% | +$284K | 0.06% | 189 |
|
|
2024
Q4 | $314K | Buy |
2,916
+162
| +6% | +$17.5K | 0.03% | 297 |
|
|
2024
Q3 | $317K | Sell |
2,754
-132
| -5% | -$15.2K | 0.03% | 282 |
|
|
2024
Q2 | $289K | Buy |
2,886
+186
| +7% | +$18.6K | 0.03% | 283 |
|
|
2024
Q1 | $261K | Sell |
2,700
-16
| -0.6% | -$1.55K | 0.03% | 279 |
|
|
2023
Q4 | $264K | Buy |
2,716
+296
| +12% | +$28.7K | 0.03% | 251 |
|
|
2023
Q3 | $214K | Buy |
+2,420
| New | +$214K | 0.03% | 276 |
|
|
2023
Q2 | – | Sell |
-2,307
| Closed | -$223K | – | 303 |
|
|
2023
Q1 | $223K | Sell |
2,307
-309
| -12% | -$29.8K | 0.03% | 249 |
|
|
2022
Q4 | $269K | Buy |
2,616
+341
| +15% | +$35.1K | 0.05% | 217 |
|
|
2022
Q3 | $212K | Buy |
2,275
+1,279
| +128% | +$119K | 0.04% | 241 |
|
|
2022
Q2 | $251K | Sell |
996
-1,528
| -61% | -$385K | 0.05% | 240 |
|
|
2022
Q1 | $281K | Buy |
+2,524
| New | +$281K | 0.04% | 247 |
|
|
2020
Q1 | $204K | Buy |
2,526
+110
| +5% | +$8.88K | 0.06% | 188 |
|
|
2019
Q4 | $220K | Buy |
+2,416
| New | +$220K | 0.07% | 223 |
|