MFA
Mayflower Financial Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
7,315
+216
| +3% | +$25.5K | 0.12% | 167 |
|
|
2025
Q1 | $866K | Buy |
7,099
+24
| +0.3% | +$2.93K | 0.13% | 160 |
|
|
2024
Q4 | $762K | Buy |
7,075
+44
| +0.6% | +$4.74K | 0.11% | 169 |
|
|
2024
Q3 | $811K | Buy |
7,031
+5
| +0.1% | +$576 | 0.12% | 158 |
|
|
2024
Q2 | $704K | Sell |
7,026
-249
| -3% | -$25K | 0.12% | 168 |
|
|
2024
Q1 | $704K | Sell |
7,275
-279,085
| -97% | -$27M | 0.12% | 174 |
|
|
2023
Q4 | $27.8M | Sell |
286,360
-229
| -0.1% | -$22.2K | 3.84% | 3 |
|
|
2023
Q3 | $25.3M | Buy |
286,589
+208
| +0.1% | +$18.4K | 3.78% | 3 |
|
|
2023
Q2 | $25.7M | Sell |
286,381
-39
| -0% | -$3.5K | 3.33% | 3 |
|
|
2023
Q1 | $27.6M | Buy |
286,420
+265
| +0.1% | +$25.6K | 3.63% | 3 |
|
|
2022
Q4 | $29.5M | Buy |
286,155
+35
| +0% | +$3.61K | 4.09% | 3 |
|
|
2022
Q3 | $26.6M | Buy |
286,120
+26
| +0% | +$2.42K | 4.29% | 3 |
|
|
2022
Q2 | $30.7M | Buy |
286,094
+62
| +0% | +$6.65K | 4.7% | 2 |
|
|
2022
Q1 | $31.9M | Buy |
286,032
+10,637
| +4% | +$1.19M | 4.3% | 3 |
|
|
2021
Q4 | $28.9M | Buy |
275,395
+204
| +0.1% | +$21.4K | 3.84% | 4 |
|
|
2021
Q3 | $27.8M | Sell |
275,191
-1,183
| -0.4% | -$120K | 3.76% | 4 |
|
|
2021
Q2 | $27.3M | Sell |
276,374
-788
| -0.3% | -$77.8K | 3.75% | 4 |
|
|
2021
Q1 | $26.8M | Buy |
277,162
+18
| +0% | +$1.74K | 3.97% | 4 |
|
|
2020
Q4 | $25.4M | Buy |
+277,144
| New | +$25.4M | 4.38% | 4 |
|