McKinley Carter Wealth Services’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 | $601K | Buy |
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|
2025
Q2 | $562K | Sell |
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|
2025
Q1 | $635K | Buy |
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|
2024
Q4 | $513K | Buy |
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|
2024
Q3 | $540K | Buy |
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|
2024
Q2 | $469K | Buy |
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|
2024
Q1 | $451K | Sell |
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|
2023
Q4 | $454K | Buy |
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $448K | Buy |
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|
2023
Q1 | $481K | Sell |
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|
2022
Q4 | $522K | Buy |
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|
2022
Q3 | $415K | Sell |
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|
2022
Q2 | $480K | Sell |
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|
2022
Q1 | $507K | Buy |
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|
2021
Q4 | $475K | Sell |
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|
2021
Q3 | $447K | Buy |
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|
2021
Q2 | $358K | Sell |
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|
2021
Q1 | $353K | Buy |
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|
2020
Q4 | $318K | Buy |
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|
2020
Q3 | $295K | Buy |
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|
2020
Q2 | $265K | Sell |
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|
2020
Q1 | $346K | Buy |
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|
2019
Q4 | $331K | Sell |
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|
2019
Q3 | $349K | Buy |
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|
2019
Q2 | $321K | Buy |
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|
2019
Q1 | $310K | Buy |
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|
2018
Q4 | $297K | Sell |
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|
2018
Q3 | $285K | Buy |
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|
2018
Q2 | $278K | Sell |
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|
2018
Q1 | $278K | Buy |
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|
2017
Q4 | $259K | Buy |
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|
2017
Q3 | $258K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $211K | Buy |
|