Mayfair Advisory Group’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 | $471K | Sell |
3,760
-18
| -0.5% | -$2.26K | 0.22% | 85 |
|
|
2025
Q1 | $461K | Hold |
3,778
| – | – | 0.27% | 70 |
|
|
2024
Q4 | $407K | Sell |
3,778
-221
| -6% | -$23.8K | 0.24% | 80 |
|
|
2024
Q3 | $456K | Sell |
3,999
-45
| -1% | -$5.13K | 0.29% | 69 |
|
|
2024
Q2 | $426K | Buy |
4,044
+145
| +4% | +$15.3K | 0.29% | 68 |
|
|
2024
Q1 | $377K | Buy |
3,899
+21
| +0.5% | +$2.03K | 0.27% | 75 |
|
|
2023
Q4 | $379K | Hold |
3,878
| – | – | 0.32% | 65 |
|
|
2023
Q3 | $345K | Hold |
3,878
| – | – | 0.33% | 65 |
|
|
2023
Q2 | $348K | Buy |
3,878
+500
| +15% | +$44.9K | 0.35% | 69 |
|
|
2023
Q1 | $330K | Hold |
3,378
| – | – | 0.36% | 71 |
|
|
2022
Q4 | $355K | Hold |
3,378
| – | – | 0.45% | 66 |
|
|
2022
Q3 | $322K | Hold |
3,378
| – | – | 0.46% | 61 |
|
|
2022
Q2 | $371K | Hold |
3,378
| – | – | 0.49% | 53 |
|
|
2022
Q1 | $381K | Hold |
3,378
| – | – | 0.49% | 50 |
|
|
2021
Q4 | $350K | Hold |
3,378
| – | – | 0.46% | 52 |
|
|
2021
Q3 | $340K | Hold |
3,378
| – | – | 0.52% | 46 |
|
|
2021
Q2 | $333K | Hold |
3,378
| – | – | 0.53% | 48 |
|
|
2021
Q1 | $325K | Hold |
3,378
| – | – | 0.58% | 44 |
|
|
2020
Q4 | $309K | Buy |
+3,378
| New | +$309K | 0.6% | 43 |
|