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Monetary Management Group’s Duke Energy DUK Stock Holding History

Monetary Management Group’s Portfolio DUK Stock Details DUK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$676K Hold
5,733
– – 0.17% 119
2025
Q1 		$699K Hold
5,733
– – 0.19% 113
2024
Q4 		$618K Hold
5,733
– – 0.16% 118
2024
Q3 		$661K Hold
5,733
– – 0.17% 116
2024
Q2 		$575K Hold
5,733
– – 0.15% 126
2024
Q1 		$554K Sell
5,733
-200
-3% -$19.3K 0.15% 128
2023
Q4 		$576K Hold
5,933
– – 0.18% 120
2023
Q3 		$524K Hold
5,933
– – 0.17% 121
2023
Q2 		$532K Hold
5,933
– – 0.16% 127
2023
Q1 		$572K Sell
5,933
-300
-5% -$28.9K 0.17% 125
2022
Q4 		$642K Hold
6,233
– – 0.2% 110
2022
Q3 		$580K Hold
6,233
– – 0.19% 109
2022
Q2 		$668K Hold
6,233
– – 0.21% 100
2022
Q1 		$696K Hold
6,233
– – 0.18% 106
2021
Q4 		$654K Hold
6,233
– – 0.16% 110
2021
Q3 		$608K Buy
6,233
+1,800
+41% +$176K 0.17% 111
2021
Q2 		$438K Hold
4,433
– – 0.13% 129
2021
Q1 		$428K Hold
4,433
– – 0.13% 126
2020
Q4 		$406K Sell
4,433
-1,000
-18% -$91.6K 0.13% 122
2020
Q3 		$481K Hold
5,433
– – 0.17% 109
2020
Q2 		$434K Buy
5,433
+1,000
+23% +$79.9K 0.16% 105
2020
Q1 		$359K Hold
4,433
– – 0.16% 105
2019
Q4 		$404K Hold
4,433
– – 0.15% 128
2019
Q3 		$425K Buy
4,433
+750
+20% +$71.9K 0.16% 125
2019
Q2 		$325K Hold
3,683
– – 0.12% 135
2019
Q1 		$331K Hold
3,683
– – 0.13% 130
2018
Q4 		$318K Sell
3,683
-75
-2% -$6.48K 0.14% 119
2018
Q3 		$301K Sell
3,758
-1,500
-29% -$120K 0.12% 128
2018
Q2 		$416K Buy
5,258
+275
+6% +$21.8K 0.17% 114
2018
Q1 		$386K Hold
4,983
– – 0.16% 114
2017
Q4 		$419K Hold
4,983
– – 0.17% 108
2017
Q3 		$418K Sell
4,983
-183
-4% -$15.4K 0.18% 108
2017
Q2 		$432K Hold
5,166
– – 0.18% 109
2017
Q1 		$424K Buy
5,166
+684
+15% +$56.1K 0.18% 101
2016
Q4 		$348K Hold
4,482
– – 0.16% 114
2016
Q3 		$359K Buy
4,482
+17
+0.4% +$1.36K 0.17% 109
2016
Q2 		$383K Hold
4,465
– – 0.18% 105
2016
Q1 		$360K Hold
4,465
– – 0.18% 107
2015
Q4 		$319K Hold
4,465
– – 0.15% 117
2015
Q3 		$321K Buy
4,465
+1,500
+51% +$108K 0.16% 119
2015
Q2 		$209K Hold
2,965
– – 0.09% 149
2015
Q1 		$228K Hold
2,965
– – 0.1% 146
2014
Q4 		$248K Hold
2,965
– – 0.11% 141
2014
Q3 		$222K Sell
2,965
-33
-1% -$2.47K 0.1% 152
2014
Q2 		$222K Buy
2,998
+233
+8% +$17.3K 0.1% 147
2014
Q1 		$197K Hold
2,765
– – 0.09% 151
2013
Q4 		$191K Sell
2,765
-266
-9% -$18.4K 0.09% 150
2013
Q3 		$202K Sell
3,031
-1,299
-30% -$86.6K 0.11% 145
2013
Q2 		$292K Buy
+4,330
New +$292K 0.16% 128