Mariner Independent Advisor Network’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$3.09M Sell
2022
Q2
$4.26M Buy
2022
Q1
$4.32M Buy
2021
Q4
$3.77M Buy
2021
Q3
$3.46M Sell
2021
Q2
$3.63M Buy
2021
Q1
$2.05M Buy
2020
Q4
$1.92M Sell
2020
Q3
$1.86M Sell
2020
Q2
$1.77M Sell
2020
Q1
$1.74M Buy
2019
Q4
$1.99M Buy
2019
Q3
$2.04M Sell
2019
Q2
$1.92M Buy
2019
Q1
$1.8M Buy
2018
Q4
$1.7M Sell
2018
Q3
$1.61M Buy