Virginia Wealth Management Group’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 | $4.62M | Buy |
39,165
+64
| +0.2% | +$7.55K | 2.81% | 12 |
|
|
2025
Q1 | $4.77M | Sell |
39,101
-239
| -0.6% | -$29.2K | 2.95% | 8 |
|
|
2024
Q4 | $4.24M | Buy |
39,340
+339
| +0.9% | +$36.5K | 2.62% | 16 |
|
|
2024
Q3 | $4.5M | Buy |
39,001
+8,205
| +27% | +$946K | 2.82% | 12 |
|
|
2024
Q2 | $3.09M | Sell |
30,796
-176
| -0.6% | -$17.6K | 2.53% | 16 |
|
|
2024
Q1 | $3M | Buy |
30,972
+8,015
| +35% | +$775K | 2.45% | 20 |
|
|
2023
Q4 | $2.23M | Sell |
22,957
-5,070
| -18% | -$492K | 1.95% | 27 |
|
|
2023
Q3 | $2.47M | Buy |
28,027
+228
| +0.8% | +$20.1K | 1.67% | 31 |
|
|
2023
Q2 | $2.49M | Sell |
27,799
-87
| -0.3% | -$7.81K | 1.71% | 28 |
|
|
2023
Q1 | $2.69M | Buy |
27,886
+725
| +3% | +$69.9K | 1.85% | 28 |
|
|
2022
Q4 | $2.8M | Sell |
27,161
-459
| -2% | -$47.3K | 1.94% | 25 |
|
|
2022
Q3 | $2.57M | Buy |
27,620
+3,748
| +16% | +$349K | 1.92% | 21 |
|
|
2022
Q2 | $2.56M | Sell |
23,872
-234
| -1% | -$25.1K | 2.46% | 15 |
|
|
2022
Q1 | $2.75M | Buy |
24,106
+1,018
| +4% | +$116K | 2.46% | 14 |
|
|
2021
Q4 | $2.42M | Buy |
+23,088
| New | +$2.42M | 2.18% | 20 |
|