MBA 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 | $672K | Buy |
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|
2025
Q2 | $620K | Buy |
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|
2025
Q1 | $634K | Buy |
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|
2024
Q4 | $524K | Sell |
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|
2024
Q3 | $578K | Buy |
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|
2024
Q2 | $449K | Buy |
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|
2024
Q1 | $433K | Buy |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $466K | Hold |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $499K | Hold |
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|
2022
Q4 | $533K | Hold |
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|
2022
Q3 | $481K | Sell |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $689K | Sell |
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|
2021
Q4 | $723K | Sell |
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|
2021
Q3 | $694K | Buy |
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|
2021
Q2 | $583 | Hold |
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|
2021
Q1 | $570 | Buy |
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