MBL Wealth’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 | $1.21M | Buy |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $716K | Buy |
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|
2024
Q3 | $717K | Buy |
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|
2024
Q2 | $612K | Buy |
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|
2024
Q1 | $588K | Sell |
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|
2023
Q4 | $826K | Sell |
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|
2023
Q3 | $814K | Sell |
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|
2023
Q2 | $874K | Buy |
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|
2023
Q1 | $542K | Buy |
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|
2022
Q4 | $332K | Buy |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $469K | Buy |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q1 | $288K | Buy |
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|
2020
Q4 | $236K | Buy |
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