Mission Wealth Management’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
Q2 | $1.88M | Buy |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $1.83M | Sell |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $994K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $887K | Sell |
|
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | $286K | Sell |
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|
2021
Q3 | $388K | Sell |
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|
2021
Q2 | $653K | Buy |
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|
2021
Q1 | $409K | Buy |
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|
2020
Q4 | $326K | Sell |
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|
2020
Q3 | $375K | Buy |
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|
2020
Q2 | $254K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Buy |
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|
2019
Q3 | $228K | Sell |
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|
2019
Q2 | $290K | Buy |
|