MAI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
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|
2025
Q1 | $4.53M | Sell |
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|
2024
Q4 | $4.02M | Buy |
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|
2024
Q3 | $2.76M | Sell |
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|
2024
Q2 | $3.05M | Sell |
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|
2024
Q1 | $2.98M | Buy |
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $1.85M | Sell |
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|
2023
Q1 | $2.1M | Buy |
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|
2022
Q4 | $2.17M | Buy |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $936K | Sell |
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|
2021
Q1 | $925K | Sell |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $941K | Buy |
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|
2020
Q2 | $493K | Buy |
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|
2020
Q1 | $441K | Buy |
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|
2019
Q4 | $478K | Sell |
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|
2019
Q3 | $505K | Sell |
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|
2019
Q2 | $492K | Buy |
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|
2019
Q1 | $458K | Sell |
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|
2018
Q4 | $669K | Buy |
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|
2018
Q3 | $533K | Sell |
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|
2018
Q2 | $553K | Buy |
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|
2018
Q1 | $483K | Sell |
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|
2017
Q4 | $536K | Sell |
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|
2017
Q3 | $562K | Hold |
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|
2017
Q2 | $560K | Buy |
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|
2017
Q1 | $516K | Buy |
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|
2016
Q4 | $469K | Sell |
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|
2016
Q3 | $519K | Sell |
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|
2016
Q2 | $587K | Buy |
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|
2016
Q1 | $538K | Hold |
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|
2015
Q4 | $476K | Buy |
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|
2015
Q3 | $420K | Buy |
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|
2015
Q2 | $396K | Hold |
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|
2015
Q1 | $431K | Sell |
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|
2014
Q4 | $503K | Buy |
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|
2014
Q3 | $434K | Buy |
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|
2014
Q2 | $339K | Buy |
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