McDonough Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Sell |
4,142
-229
| -5% | -$27K | 0.27% | 33 |
|
|
2025
Q1 | $533K | Sell |
4,371
-191
| -4% | -$23.3K | 0.35% | 32 |
|
|
2024
Q4 | $492K | Buy |
4,562
+443
| +11% | +$47.7K | 0.3% | 30 |
|
|
2024
Q3 | $475K | Sell |
4,119
-331
| -7% | -$38.2K | 0.33% | 30 |
|
|
2024
Q2 | $446K | Buy |
4,450
+106
| +2% | +$10.6K | 0.32% | 32 |
|
|
2024
Q1 | $420K | Buy |
4,344
+3
| +0.1% | +$290 | 0.33% | 32 |
|
|
2023
Q4 | $421K | Buy |
4,341
+3
| +0.1% | +$291 | 0.36% | 29 |
|
|
2023
Q3 | $383K | Buy |
4,338
+1,418
| +49% | +$125K | 0.36% | 28 |
|
|
2023
Q2 | $262K | Buy |
2,920
+3
| +0.1% | +$269 | 0.24% | 38 |
|
|
2023
Q1 | $281K | Buy |
2,917
+3
| +0.1% | +$289 | 0.29% | 34 |
|
|
2022
Q4 | $300K | Sell |
2,914
-502
| -15% | -$51.7K | 0.35% | 34 |
|
|
2022
Q3 | $318K | Buy |
3,416
+143
| +4% | +$13.3K | 0.36% | 30 |
|
|
2022
Q2 | $351K | Sell |
3,273
-6
| -0.2% | -$643 | 0.39% | 30 |
|
|
2022
Q1 | $366K | Buy |
3,279
+3
| +0.1% | +$335 | 0.32% | 31 |
|
|
2021
Q4 | $344K | Buy |
+3,276
| New | +$344K | 0.28% | 34 |
|