McLean Asset 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 | $286K | Buy |
2,441
+46
| +2% | +$5.38K | 0.08% | 132 |
|
|
2025
Q1 | $278K | Sell |
2,395
-186
| -7% | -$21.6K | 0.09% | 118 |
|
|
2024
Q4 | $278K | Buy |
2,581
+102
| +4% | +$11K | 0.08% | 123 |
|
|
2024
Q3 | $283K | Sell |
2,479
-504
| -17% | -$57.5K | 0.09% | 122 |
|
|
2024
Q2 | $307K | Buy |
2,983
+427
| +17% | +$43.9K | 0.1% | 105 |
|
|
2024
Q1 | $249K | Sell |
2,556
-407
| -14% | -$39.6K | 0.09% | 130 |
|
|
2023
Q4 | $292K | Buy |
+2,963
| New | +$292K | 0.11% | 99 |
|
|
2023
Q1 | – | Sell |
-2,027
| Closed | -$209K | – | 134 |
|
|
2022
Q4 | $209K | Buy |
+2,027
| New | +$209K | 0.07% | 127 |
|
|
2022
Q3 | – | Sell |
-2,011
| Closed | -$216K | – | 131 |
|
|
2022
Q2 | $216K | Buy |
2,011
+9
| +0.4% | +$967 | 0.09% | 116 |
|
|
2022
Q1 | $223K | Buy |
2,002
+16
| +0.8% | +$1.78K | 0.17% | 115 |
|
|
2021
Q4 | $206K | Hold |
1,986
| – | – | 0.08% | 130 |
|
|
2021
Q3 | $205K | Buy |
+1,986
| New | +$205K | 0.08% | 133 |
|