MKT Advisors’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 | $376K | Buy |
3,165
+20
| +0.6% | +$2.38K | 0.15% | 97 |
|
|
2025
Q1 | $368K | Sell |
3,145
-150
| -5% | -$17.5K | 0.17% | 86 |
|
|
2024
Q4 | $360K | Sell |
3,295
-197
| -6% | -$21.5K | 0.16% | 97 |
|
|
2024
Q3 | $407K | Sell |
3,492
-23
| -0.7% | -$2.68K | 0.19% | 82 |
|
|
2024
Q2 | $355K | Buy |
3,515
+5
| +0.1% | +$505 | 0.18% | 89 |
|
|
2024
Q1 | $335K | Sell |
3,510
-232
| -6% | -$22.1K | 0.18% | 99 |
|
|
2023
Q4 | $369K | Buy |
3,742
+38
| +1% | +$3.74K | 0.24% | 86 |
|
|
2023
Q3 | $316K | Buy |
3,704
+25
| +0.7% | +$2.14K | 0.24% | 83 |
|
|
2023
Q2 | $343K | Sell |
3,679
-23
| -0.6% | -$2.15K | 0.24% | 79 |
|
|
2023
Q1 | $366K | Buy |
3,702
+50
| +1% | +$4.94K | 0.27% | 74 |
|
|
2022
Q4 | $386K | Sell |
3,652
-58
| -2% | -$6.13K | 0.29% | 67 |
|
|
2022
Q3 | $345K | Sell |
3,710
-162
| -4% | -$15.1K | 0.3% | 70 |
|
|
2022
Q2 | $418K | Sell |
3,872
-511
| -12% | -$55.2K | 0.33% | 67 |
|
|
2022
Q1 | $486K | Buy |
4,383
+81
| +2% | +$8.98K | 0.37% | 61 |
|
|
2021
Q4 | $439K | Buy |
+4,302
| New | +$439K | 0.34% | 66 |
|