MHR
Matthew Hamilton Rosenberg’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
3,040
+358
| +13% | +$42.2K | 0.08% | 120 |
|
|
2025
Q1 | $327K | Sell |
2,682
-3
| -0.1% | -$366 | 0.08% | 113 |
|
|
2024
Q4 | $289K | Buy |
2,685
+13
| +0.5% | +$1.4K | 0.08% | 128 |
|
|
2024
Q3 | $308K | Buy |
2,672
+142
| +6% | +$16.4K | 0.08% | 126 |
|
|
2024
Q2 | $251K | Sell |
2,530
-294
| -10% | -$29.2K | 0.07% | 146 |
|
|
2024
Q1 | $271K | Sell |
2,824
-204
| -7% | -$19.6K | 0.08% | 134 |
|
|
2023
Q4 | $294K | Sell |
3,028
-248
| -8% | -$24.1K | 0.09% | 121 |
|
|
2023
Q3 | $289K | Sell |
3,276
-97
| -3% | -$8.56K | 0.1% | 114 |
|
|
2023
Q2 | $303K | Sell |
3,373
-373
| -10% | -$33.5K | 0.1% | 112 |
|
|
2023
Q1 | $361K | Sell |
3,746
-267
| -7% | -$25.8K | 0.12% | 99 |
|
|
2022
Q4 | $413K | Buy |
4,013
+51
| +1% | +$5.25K | 0.14% | 85 |
|
|
2022
Q3 | $369K | Buy |
3,962
+2
| +0.1% | +$186 | 0.14% | 85 |
|
|
2022
Q2 | $434K | Buy |
3,960
+111
| +3% | +$12.2K | 0.16% | 76 |
|
|
2022
Q1 | $430K | Buy |
3,849
+647
| +20% | +$72.3K | 0.15% | 87 |
|
|
2021
Q4 | $336K | Sell |
3,202
-89
| -3% | -$9.34K | 0.12% | 104 |
|
|
2021
Q3 | $321K | Buy |
3,291
+1
| +0% | +$98 | 0.13% | 100 |
|
|
2021
Q2 | $325K | Buy |
3,290
+124
| +4% | +$12.2K | 0.17% | 69 |
|
|
2021
Q1 | $306K | Buy |
3,166
+115
| +4% | +$11.1K | 0.17% | 67 |
|
|
2020
Q4 | $279K | Buy |
3,051
+7
| +0.2% | +$640 | 0.17% | 66 |
|
|
2020
Q3 | $270K | Sell |
3,044
-38
| -1% | -$3.37K | 0.2% | 63 |
|
|
2020
Q2 | $246K | Buy |
3,082
+1,004
| +48% | +$80.1K | 0.2% | 65 |
|
|
2020
Q1 | $169K | Buy |
+2,078
| New | +$169K | 0.17% | 62 |
|