MainStreet Investment Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
+13,788
| New | +$1.63M | 0.23% | 84 |
|
|
2022
Q4 | – | Sell |
-2,667
| Closed | -$248K | – | 173 |
|
|
2022
Q3 | $248K | Buy |
2,667
+5
| +0.2% | +$465 | 0.03% | 157 |
|
|
2022
Q2 | $286K | Sell |
2,662
-64
| -2% | -$6.88K | 0.03% | 156 |
|
|
2022
Q1 | $304K | Buy |
2,726
+84
| +3% | +$9.37K | 0.03% | 159 |
|
|
2021
Q4 | $277K | Sell |
2,642
-38
| -1% | -$3.98K | 0.02% | 171 |
|
|
2021
Q3 | $261K | Sell |
2,680
-254
| -9% | -$24.7K | 0.03% | 164 |
|
|
2021
Q2 | $290K | Sell |
2,934
-27
| -0.9% | -$2.67K | 0.02% | 165 |
|
|
2021
Q1 | $286K | Sell |
2,961
-316
| -10% | -$30.5K | 0.02% | 166 |
|
|
2020
Q4 | $300K | Sell |
3,277
-4,427
| -57% | -$405K | 0.02% | 160 |
|
|
2020
Q3 | $682K | Sell |
7,704
-123
| -2% | -$10.9K | 0.05% | 114 |
|
|
2020
Q2 | $625K | Sell |
7,827
-3,559
| -31% | -$284K | 0.04% | 158 |
|
|
2020
Q1 | $921K | Buy |
11,386
+1,272
| +13% | +$103K | 0.11% | 110 |
|
|
2019
Q4 | $922K | Sell |
10,114
-619
| -6% | -$56.4K | 0.1% | 102 |
|
|
2019
Q3 | $1.03M | Sell |
10,733
-4,077
| -28% | -$390K | 0.13% | 84 |
|
|
2019
Q2 | $1.31M | Sell |
14,810
-3,122
| -17% | -$276K | 0.17% | 77 |
|
|
2019
Q1 | $1.61M | Buy |
17,932
+671
| +4% | +$60.4K | 0.23% | 69 |
|
|
2018
Q4 | $1.49M | Hold |
17,261
| – | – | 0.23% | 72 |
|
|
2018
Q3 | $1.38M | Buy |
+17,261
| New | +$1.38M | 0.19% | 73 |
|