McLean Asset Management’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 | $248K | Sell |
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|
2025
Q2 | $286K | Buy |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $278K | Buy |
|
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|
2024
Q3 | $283K | Sell |
|
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|
2024
Q2 | $307K | Buy |
|
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|
2024
Q1 | $249K | Sell |
|
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|
2023
Q4 | $292K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q4 | $206K | Hold |
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|
2021
Q3 | $205K | Buy |
|