Verus Financial Partners’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
Q2 | $416K | Buy |
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|
2025
Q1 | $424K | Buy |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $409K | Buy |
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|
2024
Q2 | $352K | Buy |
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|
2024
Q1 | $340K | Sell |
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|
2023
Q4 | $450K | Buy |
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|
2023
Q3 | $333K | Buy |
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|
2023
Q2 | $259K | Buy |
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|
2023
Q1 | $266K | Sell |
|
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q4 | $327K | Sell |
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|
2021
Q3 | $325K | Sell |
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|
2021
Q2 | $357K | Buy |
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|
2021
Q1 | $306K | Sell |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $769K | Buy |
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|
2020
Q2 | $250K | Sell |
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|
2020
Q1 | $260K | Sell |
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|
2019
Q4 | $363K | Buy |
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|
2019
Q3 | $374K | Sell |
|
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|
2019
Q2 | $355K | Sell |
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|
2019
Q1 | $383K | Buy |
|
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|
2018
Q4 | $312K | Hold |
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|
2018
Q3 | $312K | Buy |
|
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|
2018
Q2 | $231K | Sell |
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|
2018
Q1 | $366K | Sell |
|
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|
2017
Q4 | $549K | Buy |
|
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|
2017
Q3 | $450K | Sell |
|
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|
2017
Q2 | $448K | Sell |
|
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|
2017
Q1 | $447K | Buy |
|
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|
2016
Q4 | $292K | Sell |
|
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|
2016
Q3 | $307K | Buy |
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|
2016
Q2 | $319K | Buy |
|
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|
2016
Q1 | $299K | Sell |
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|
2015
Q4 | $268K | Buy |
|
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|
2015
Q3 | $269K | Buy |
|
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|
2015
Q2 | $261K | Buy |
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|
2015
Q1 | $283K | Buy |
|
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|
2014
Q4 | $256K | Buy |
|
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|
2014
Q3 | $228K | Sell |
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|
2014
Q2 | $229K | Sell |
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|
2014
Q1 | $224K | Buy |
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|
2013
Q4 | $215K | Buy |
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|
2013
Q3 | $207K | Sell |
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|
2013
Q2 | $212K | Buy |
|