M&R Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $297K | Buy |
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|
2024
Q2 | $256K | Hold |
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|
2024
Q1 | $247K | Hold |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $171K | Hold |
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|
2022
Q2 | $198K | Hold |
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|
2022
Q1 | $206K | Hold |
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|
2021
Q4 | $193K | Hold |
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|
2021
Q3 | $180K | Hold |
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|
2021
Q2 | $182K | Hold |
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|
2021
Q1 | $178K | Hold |
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|
2020
Q4 | $169K | Sell |
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|
2020
Q3 | $362K | Hold |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $780K | Hold |
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|
2019
Q4 | $879K | Sell |
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|
2019
Q3 | $932K | Buy |
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|
2019
Q2 | $857K | Hold |
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|
2019
Q1 | $878K | Sell |
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|
2018
Q4 | $896K | Sell |
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|
2018
Q3 | $874K | Buy |
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|
2018
Q2 | $855K | Hold |
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|
2018
Q1 | $838K | Sell |
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|
2017
Q4 | $944K | Sell |
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|
2017
Q3 | $1.03M | Sell |
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|
2017
Q2 | $1.05M | Sell |
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|
2017
Q1 | $1.02M | Sell |
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|
2016
Q4 | $1.03M | Sell |
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|
2016
Q3 | $1.07M | Sell |
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|
2016
Q2 | $1.16M | Buy |
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|
2016
Q1 | $1.08M | Sell |
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|
2015
Q4 | $998K | Sell |
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|
2015
Q3 | $1.01M | Hold |
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|
2015
Q2 | $993K | Buy |
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|
2015
Q1 | $1.05M | Hold |
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|
2014
Q4 | $1.14M | Sell |
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|
2014
Q3 | $1.08M | Sell |
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|
2014
Q2 | $1.1M | Sell |
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|
2014
Q1 | $1.39M | Buy |
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|
2013
Q4 | $1.34K | Sell |
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|
2013
Q3 | $1.3M | Buy |
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|
2013
Q2 | $1.29M | Buy |
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