MW
MBL Wealth’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
9,578
+477
| +5% | +$56.3K | 0.11% | 94 |
|
|
2025
Q1 | $1.11M | Buy |
9,101
+2,456
| +37% | +$300K | 0.11% | 88 |
|
|
2024
Q4 | $716K | Buy |
6,645
+430
| +7% | +$46.3K | 0.07% | 111 |
|
|
2024
Q3 | $717K | Buy |
6,215
+108
| +2% | +$12.5K | 0.08% | 113 |
|
|
2024
Q2 | $612K | Buy |
6,107
+30
| +0.5% | +$3.01K | 0.07% | 115 |
|
|
2024
Q1 | $588K | Sell |
6,077
-2,436
| -29% | -$236K | 0.07% | 118 |
|
|
2023
Q4 | $826K | Sell |
8,513
-712
| -8% | -$69.1K | 0.1% | 93 |
|
|
2023
Q3 | $814K | Sell |
9,225
-509
| -5% | -$44.9K | 0.11% | 83 |
|
|
2023
Q2 | $874K | Buy |
9,734
+4,113
| +73% | +$369K | 0.12% | 77 |
|
|
2023
Q1 | $542K | Buy |
5,621
+2,396
| +74% | +$231K | 0.08% | 92 |
|
|
2022
Q4 | $332K | Buy |
3,225
+589
| +22% | +$60.6K | 0.06% | 124 |
|
|
2022
Q3 | $245K | Sell |
2,636
-1,732
| -40% | -$161K | 0.05% | 134 |
|
|
2022
Q2 | $469K | Buy |
4,368
+2,088
| +92% | +$224K | 0.12% | 98 |
|
|
2022
Q1 | $255K | Buy |
+2,280
| New | +$255K | 0.06% | 143 |
|
|
2021
Q1 | $288K | Buy |
2,983
+400
| +15% | +$38.6K | 0.1% | 117 |
|
|
2020
Q4 | $236K | Buy |
+2,583
| New | +$236K | 0.09% | 112 |
|