Mitchell McLeod Pugh & Williams’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
Q3 | $2.04M | Sell |
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|
2025
Q2 | $1.95M | Sell |
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|
2025
Q1 | $2.02M | Buy |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.68M | Buy |
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|
2024
Q1 | $1.62M | Sell |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.49M | Buy |
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|
2022
Q2 | $1.71M | Hold |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.44M | Hold |
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|
2021
Q2 | $1.46M | Buy |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $1.24M | Hold |
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|
2020
Q2 | $1.12M | Buy |
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|
2020
Q1 | $1.11M | Sell |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $1.28M | Buy |
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|
2019
Q2 | $1.14M | Buy |
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|
2019
Q1 | $1.16M | Buy |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $1.02M | Hold |
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|
2018
Q2 | $1M | Sell |
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|
2018
Q1 | $994K | Sell |
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|
2017
Q4 | $1.11M | Buy |
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|
2017
Q3 | $1.09M | Buy |
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|
2017
Q2 | $895K | Buy |
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|
2017
Q1 | $878K | Buy |
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|
2016
Q4 | $805K | Sell |
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|
2016
Q3 | $845K | Buy |
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|
2016
Q2 | $906K | Buy |
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|
2016
Q1 | $703K | Hold |
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|
2015
Q4 | $622K | Sell |
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|
2015
Q3 | $658K | Buy |
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|
2015
Q2 | $615K | Hold |
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|
2015
Q1 | $668K | Buy |
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|
2014
Q4 | $723K | Buy |
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