MD Financial Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$2.67M Buy
25,467
+1,433
+6% +$150K 0.06% 140
2021
Q3
$2.35M Buy
24,034
+3,836
+19% +$374K 0.06% 143
2021
Q2
$1.99M Buy
+20,198
New +$1.99M 0.06% 191