Mayflower Financial Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $911K | Buy |
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|
2025
Q2 | $863K | Buy |
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|
2025
Q1 | $866K | Buy |
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|
2024
Q4 | $762K | Buy |
|
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|
2024
Q3 | $811K | Buy |
|
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|
2024
Q2 | $704K | Sell |
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|
2024
Q1 | $704K | Sell |
|
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|
2023
Q4 | $27.8M | Sell |
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|
2023
Q3 | $25.3M | Buy |
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|
2023
Q2 | $25.7M | Sell |
|
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|
2023
Q1 | $27.6M | Buy |
|
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|
2022
Q4 | $29.5M | Buy |
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|
2022
Q3 | $26.6M | Buy |
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|
2022
Q2 | $30.7M | Buy |
|
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|
2022
Q1 | $31.9M | Buy |
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|
2021
Q4 | $28.9M | Buy |
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|
2021
Q3 | $27.8M | Sell |
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|
2021
Q2 | $27.3M | Sell |
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|
2021
Q1 | $26.8M | Buy |
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|
2020
Q4 | $25.4M | Buy |
|