MWA
MFA Wealth Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
17,318
-1,836
| -10% | -$217K | 0.48% | 39 |
|
|
2025
Q1 | $2.34M | Buy |
19,154
+439
| +2% | +$53.5K | 0.58% | 31 |
|
|
2024
Q4 | $2.02M | Buy |
18,715
+1,639
| +10% | +$177K | 0.52% | 34 |
|
|
2024
Q3 | $1.97M | Sell |
17,076
-564
| -3% | -$65K | 0.43% | 42 |
|
|
2024
Q2 | $1.77M | Sell |
17,640
-734
| -4% | -$73.6K | 0.39% | 43 |
|
|
2024
Q1 | $1.78M | Sell |
18,374
-50
| -0.3% | -$4.84K | 0.47% | 37 |
|
|
2023
Q4 | $1.79M | Buy |
18,424
+1,221
| +7% | +$118K | 0.5% | 35 |
|
|
2023
Q3 | $1.52M | Buy |
17,203
+1,139
| +7% | +$101K | 0.47% | 35 |
|
|
2023
Q2 | $1.44M | Buy |
16,064
+1,212
| +8% | +$109K | 0.45% | 33 |
|
|
2023
Q1 | $1.43M | Buy |
14,852
+1,932
| +15% | +$186K | 0.47% | 30 |
|
|
2022
Q4 | $1.33M | Sell |
12,920
-91
| -0.7% | -$9.37K | 0.48% | 30 |
|
|
2022
Q3 | $1.21M | Buy |
13,011
+154
| +1% | +$14.3K | 0.45% | 32 |
|
|
2022
Q2 | $1.38M | Buy |
12,857
+424
| +3% | +$45.4K | 0.5% | 33 |
|
|
2022
Q1 | $1.38M | Buy |
+12,433
| New | +$1.38M | 0.44% | 36 |
|