Mesirow Financial Investment Management’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
$1.45M Buy
12,277
+25
+0.2% +$2.95K 0.03% 226
2025
Q1
$1.49M Sell
12,252
-70
-0.6% -$8.54K 0.03% 223
2024
Q4
$1.33M Buy
12,322
+111
+0.9% +$12K 0.03% 235
2024
Q3
$1.41M Buy
12,211
+168
+1% +$19.4K 0.03% 229
2024
Q2
$1.21M Buy
12,043
+177
+1% +$17.7K 0.03% 230
2024
Q1
$1.15M Buy
11,866
+1,088
+10% +$105K 0.03% 237
2023
Q4
$1.05M Buy
+10,778
New +$1.05M 0.04% 218