McGowan Group Asset Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
3,161
+2
| +0.1% | +$236 | 0.05% | 96 |
|
|
2025
Q1 | $385K | Buy |
3,159
+83
| +3% | +$10.1K | 0.05% | 89 |
|
|
2024
Q4 | $331K | Buy |
3,076
+2
| +0.1% | +$216 | 0.04% | 98 |
|
|
2024
Q3 | $354K | Buy |
3,074
+3
| +0.1% | +$346 | 0.05% | 92 |
|
|
2024
Q2 | $308K | Buy |
3,071
+37
| +1% | +$3.71K | 0.04% | 100 |
|
|
2024
Q1 | $293K | Sell |
3,034
-298
| -9% | -$28.8K | 0.04% | 111 |
|
|
2023
Q4 | $323K | Buy |
3,332
+3
| +0.1% | +$291 | 0.05% | 102 |
|
|
2023
Q3 | $294K | Sell |
3,329
-108
| -3% | -$9.53K | 0.05% | 101 |
|
|
2023
Q2 | $308K | Sell |
3,437
-716
| -17% | -$64.3K | 0.05% | 113 |
|
|
2023
Q1 | $401K | Buy |
4,153
+376
| +10% | +$36.3K | 0.06% | 89 |
|
|
2022
Q4 | $389K | Buy |
3,777
+1,327
| +54% | +$137K | 0.06% | 89 |
|
|
2022
Q3 | $228K | Sell |
2,450
-5,839
| -70% | -$543K | 0.04% | 104 |
|
|
2022
Q2 | $889K | Buy |
8,289
+2
| +0% | +$215 | 0.15% | 51 |
|
|
2022
Q1 | $925K | Buy |
8,287
+2
| +0% | +$223 | 0.14% | 50 |
|
|
2021
Q4 | $869K | Buy |
8,285
+3
| +0% | +$315 | 0.15% | 54 |
|
|
2021
Q3 | $808K | Buy |
8,282
+2
| +0% | +$195 | 0.14% | 49 |
|
|
2021
Q2 | $817K | Buy |
+8,280
| New | +$817K | 0.13% | 53 |
|