MeadowBrook Investment Advisors’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
$181K Sell
2025
Q2
$176K Hold
2025
Q1
$182K Hold
2024
Q4
$161K Hold
2024
Q3
$172K Sell
2024
Q2
$191K Sell
2024
Q1
$213K Hold
2023
Q4
$214K Buy