McMillion Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $189K | Hold |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $299K | Hold |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $306K | Hold |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q3 | $204K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $205K | Hold |
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|
2020
Q4 | $194K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $313K | Buy |
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|
2020
Q1 | $294K | Sell |
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|
2019
Q4 | $356K | Sell |
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|
2019
Q3 | $393K | Hold |
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|
2019
Q2 | $362K | Buy |
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|
2019
Q1 | $360K | Hold |
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|
2018
Q4 | $345K | Hold |
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|
2018
Q3 | $320K | Sell |
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|
2018
Q2 | $324K | Sell |
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|
2018
Q1 | $343K | Buy |
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|
2017
Q4 | $346K | Buy |
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|
2017
Q3 | $314K | Buy |
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|
2017
Q2 | $313K | Buy |
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|
2017
Q1 | $225K | Sell |
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|
2016
Q4 | $229K | Buy |
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|
2016
Q3 | $227K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $241K | Sell |
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|
2015
Q1 | $347K | Buy |
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|
2014
Q4 | $219K | Sell |
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|
2014
Q3 | $216K | Buy |
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