Westover Capital Advisors’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 | $236K | Hold |
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|
2025
Q1 | $244K | Hold |
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|
2024
Q4 | $215K | Sell |
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|
2024
Q3 | $242K | Buy |
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|
2024
Q2 | $200K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $319K | Sell |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $386K | Sell |
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|
2022
Q1 | $413K | Sell |
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|
2021
Q4 | $437K | Sell |
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|
2021
Q3 | $451K | Sell |
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|
2021
Q2 | $468K | Sell |
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|
2021
Q1 | $490K | Buy |
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|
2020
Q4 | $416K | Sell |
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|
2020
Q3 | $405K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.09M | Buy |
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|
2019
Q4 | $790K | Buy |
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|
2019
Q3 | $462K | Buy |
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