MAM
Mainsail Asset Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
2,301
| – | – | 0.17% | 46 |
|
|
2025
Q1 | $281K | Buy |
2,301
+31
| +1% | +$3.78K | 0.19% | 45 |
|
|
2024
Q4 | $245K | Hold |
2,270
| – | – | 0.17% | 54 |
|
|
2024
Q3 | $262K | Hold |
2,270
| – | – | 0.19% | 47 |
|
|
2024
Q2 | $228K | Hold |
2,270
| – | – | 0.18% | 50 |
|
|
2024
Q1 | $220K | Hold |
2,270
| – | – | 0.18% | 49 |
|
|
2023
Q4 | $220K | Buy |
+2,270
| New | +$220K | 0.2% | 44 |
|