Missouri Trust & Investment Company’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 | $135K | Buy |
1,140
+169
| +17% | +$19.9K | 0.04% | 143 |
|
|
2025
Q1 | $118K | Sell |
971
-100
| -9% | -$12.2K | 0.04% | 147 |
|
|
2024
Q4 | $115K | Buy |
1,071
+100
| +10% | +$10.8K | 0.04% | 149 |
|
|
2024
Q3 | $112K | Hold |
971
| – | – | 0.04% | 152 |
|
|
2024
Q2 | $97.3K | Hold |
971
| – | – | 0.04% | 154 |
|
|
2024
Q1 | $93.9K | Buy |
971
+500
| +106% | +$48.4K | 0.04% | 155 |
|
|
2023
Q4 | $45.7K | Buy |
471
+175
| +59% | +$17K | 0.02% | 205 |
|
|
2023
Q3 | $26.1K | Sell |
296
-200
| -40% | -$17.7K | 0.01% | 236 |
|
|
2023
Q2 | $44.5K | Buy |
496
+200
| +68% | +$17.9K | 0.03% | 199 |
|
|
2023
Q1 | $28.6K | Sell |
296
-355
| -55% | -$34.2K | 0.02% | 205 |
|
|
2022
Q4 | $67K | Hold |
651
| – | – | 0.04% | 152 |
|
|
2022
Q3 | $61K | Hold |
651
| – | – | 0.04% | 153 |
|
|
2022
Q2 | $70K | Hold |
651
| – | – | 0.05% | 143 |
|
|
2022
Q1 | $73K | Hold |
651
| – | – | 0.04% | 160 |
|
|
2021
Q4 | $68K | Buy |
+651
| New | +$68K | 0.04% | 169 |
|