MeadowBrook Investment Advisors’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 | $176K | Hold |
1,493
| – | – | 0.16% | 119 |
|
|
2025
Q1 | $182K | Hold |
1,493
| – | – | 0.17% | 115 |
|
|
2024
Q4 | $161K | Hold |
1,493
| – | – | 0.14% | 126 |
|
|
2024
Q3 | $172K | Sell |
1,493
-414
| -22% | -$47.7K | 0.16% | 115 |
|
|
2024
Q2 | $191K | Sell |
1,907
-300
| -14% | -$30.1K | 0.18% | 108 |
|
|
2024
Q1 | $213K | Hold |
2,207
| – | – | 0.2% | 103 |
|
|
2023
Q4 | $214K | Buy |
+2,207
| New | +$214K | 0.2% | 101 |
|