Vestor Capital’s Duke Energy DUK Stock Holding History

Vestor Capital’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.51M	Buy	11,951 +10,565	+762%	+$2.22M	0.19%	77
2025 Q1	$169K	Sell	1,386 -1	-0.1%	-$122	0.01%	147
2024 Q4	$149K	Buy	1,387 +34	+3%	+$3.65K	0.01%	174
2024 Q3	$156K	Hold	1,353	–	–	0.01%	145
2024 Q2	$136K	Hold	1,353	–	–	0.01%	156
2024 Q1	$131K	Hold	1,353	–	–	0.01%	166
2023 Q4	$131K	Sell	1,353 -55	-4%	-$5.33K	0.01%	154
2023 Q3	$124K	Sell	1,408 -60	-4%	-$5.28K	0.01%	153
2023 Q2	$132K	Sell	1,468 -55	-4%	-$4.95K	0.01%	154
2023 Q1	$147K	Sell	1,523 -5	-0.3%	-$483	0.02%	147
2022 Q4	$157K	Buy	1,528 +175	+13%	+$18K	0.02%	143
2022 Q3	$126K	Hold	1,353	–	–	0.02%	134
2022 Q2	$145K	Hold	1,353	–	–	0.02%	122
2022 Q1	$151K	Hold	1,353	–	–	0.02%	128
2021 Q4	$142K	Hold	1,353	–	–	0.01%	133
2021 Q3	$132K	Hold	1,353	–	–	0.01%	137
2021 Q2	$134K	Hold	1,353	–	–	0.01%	130
2021 Q1	$131K	Hold	1,353	–	–	0.02%	127
2020 Q4	$124K	Hold	1,353	–	–	0.02%	123
2020 Q3	$120K	Buy	+1,353	New	+$120K	0.02%	99
2020 Q1	$109K	Hold	1,353	–	–	0.02%	98
2019 Q4	$123K	Hold	1,353	–	–	0.02%	111
2019 Q3	$130K	Buy	1,353 +14	+1%	+$1.35K	0.02%	93
2019 Q2	$118K	Sell	1,339 -286	-18%	-$25.2K	0.02%	82
2019 Q1	$146K	Buy	1,625 +835	+106%	+$75K	0.03%	85
2018 Q4	$68K	Buy	790 +286	+57%	+$24.6K	0.01%	93
2018 Q3	$40K	Sell	504 -266	-35%	-$21.1K	0.01%	113
2018 Q2	$61K	Hold	770	–	–	0.01%	101
2018 Q1	$60K	Buy	770 +4	+0.5%	+$312	0.01%	104
2017 Q4	$64K	Hold	766	–	–	0.01%	101
2017 Q3	$64K	Hold	766	–	–	0.01%	101
2017 Q2	$64K	Hold	766	–	–	0.02%	105
2017 Q1	$63K	Hold	766	–	–	0.01%	126
2016 Q4	$59K	Hold	766	–	–	0.02%	86
2016 Q3	$61K	Hold	766	–	–	0.02%	91
2016 Q2	$66K	Hold	766	–	–	0.02%	79
2016 Q1	$62K	Hold	766	–	–	0.02%	81
2015 Q4	$55K	Buy	+766	New	+$55K	0.02%	90