Vinva Investment Management’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 | $4.29M | Buy |
36,695
+13,666
| +59% | +$1.6M | 0.11% | 179 |
|
|
2025
Q1 | $2.75M | Buy |
23,029
+1,036
| +5% | +$124K | 0.11% | 191 |
|
|
2024
Q4 | $2.37M | Buy |
21,993
+9,726
| +79% | +$1.05M | 0.09% | 206 |
|
|
2024
Q3 | $1.42M | Sell |
12,267
-1,339
| -10% | -$155K | 0.06% | 257 |
|
|
2024
Q2 | $1.37M | Buy |
13,606
+2,125
| +19% | +$214K | 0.07% | 252 |
|
|
2024
Q1 | $1.11M | Buy |
11,481
+2,581
| +29% | +$250K | 0.06% | 279 |
|
|
2023
Q4 | $863K | Buy |
8,900
+6,321
| +245% | +$613K | 0.06% | 279 |
|
|
2023
Q3 | $229K | Sell |
2,579
-13,321
| -84% | -$1.18M | 0.02% | 347 |
|
|
2023
Q2 | $1.41M | Sell |
15,900
-7,667
| -33% | -$681K | 0.12% | 183 |
|
|
2023
Q1 | $2.27M | Buy |
+23,567
| New | +$2.27M | 0.19% | 137 |
|