VAG
VisionPoint Advisory Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
+2,265
| New | +$267K | 0.06% | 289 |
|
|
2023
Q4 | – | Sell |
-77
| Closed | -$6.78K | – | 781 |
|
|
2023
Q3 | $6.78K | Buy |
+77
| New | +$6.78K | ﹤0.01% | 477 |
|
|
2021
Q1 | – | Sell |
-2,919
| Closed | -$267K | – | 119 |
|
|
2020
Q4 | $267K | Sell |
2,919
-18,653
| -86% | -$1.71M | 0.13% | 120 |
|
|
2020
Q3 | $1.91M | Sell |
21,572
-4,815
| -18% | -$426K | 0.82% | 25 |
|
|
2020
Q2 | $2.19M | Sell |
26,387
-2,040
| -7% | -$169K | 0.88% | 28 |
|
|
2020
Q1 | $2.3M | Buy |
28,427
+4,020
| +16% | +$325K | 1.08% | 23 |
|
|
2019
Q4 | $2.23M | Buy |
24,407
+2,571
| +12% | +$234K | 0.92% | 31 |
|
|
2019
Q3 | $2.12M | Buy |
21,836
+1,931
| +10% | +$188K | 0.58% | 30 |
|
|
2019
Q2 | $1.76M | Buy |
19,905
+1,404
| +8% | +$124K | 0.5% | 33 |
|
|
2019
Q1 | $1.67M | Buy |
+18,501
| New | +$1.67M | 0.47% | 40 |
|