Mechanics Financial Corp’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 | $765K | Buy |
6,482
+4,425
| +215% | +$522K | 0.33% | 67 |
|
|
2025
Q1 | $251K | Hold |
2,057
| – | – | 0.11% | 102 |
|
|
2024
Q4 | $222K | Hold |
2,057
| – | – | 0.1% | 106 |
|
|
2024
Q3 | $237K | Buy |
2,057
+1,057
| +106% | +$122K | 0.1% | 105 |
|
|
2024
Q2 | $100K | Hold |
1,000
| – | – | 0.05% | 139 |
|
|
2024
Q1 | $96.7K | Hold |
1,000
| – | – | 0.05% | 137 |
|
|
2023
Q4 | $97K | Hold |
1,000
| – | – | 0.05% | 134 |
|
|
2023
Q3 | $88.3K | Hold |
1,000
| – | – | 0.05% | 134 |
|
|
2023
Q2 | $89.7K | Hold |
1,000
| – | – | 0.05% | 137 |
|
|
2023
Q1 | $96.5K | Hold |
1,000
| – | – | 0.06% | 137 |
|
|
2022
Q4 | $103K | Hold |
1,000
| – | – | 0.06% | 135 |
|
|
2022
Q3 | $93K | Hold |
1,000
| – | – | 0.06% | 138 |
|
|
2022
Q2 | $107K | Hold |
1,000
| – | – | 0.06% | 133 |
|
|
2022
Q1 | $112K | Hold |
1,000
| – | – | 0.06% | 133 |
|
|
2021
Q4 | $105K | Buy |
+1,000
| New | +$105K | 0.05% | 135 |
|