Monetary Management Group’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 | $676K | Hold |
|
|||||
|
2025
Q1 | $699K | Hold |
|
|||||
|
2024
Q4 | $618K | Hold |
|
|||||
|
2024
Q3 | $661K | Hold |
|
|||||
|
2024
Q2 | $575K | Hold |
|
|||||
|
2024
Q1 | $554K | Sell |
|
|||||
|
2023
Q4 | $576K | Hold |
|
|||||
|
2023
Q3 | $524K | Hold |
|
|||||
|
2023
Q2 | $532K | Hold |
|
|||||
|
2023
Q1 | $572K | Sell |
|
|||||
|
2022
Q4 | $642K | Hold |
|
|||||
|
2022
Q3 | $580K | Hold |
|
|||||
|
2022
Q2 | $668K | Hold |
|
|||||
|
2022
Q1 | $696K | Hold |
|
|||||
|
2021
Q4 | $654K | Hold |
|
|||||
|
2021
Q3 | $608K | Buy |
|
|||||
|
2021
Q2 | $438K | Hold |
|
|||||
|
2021
Q1 | $428K | Hold |
|
|||||
|
2020
Q4 | $406K | Sell |
|
|||||
|
2020
Q3 | $481K | Hold |
|
|||||
|
2020
Q2 | $434K | Buy |
|
|||||
|
2020
Q1 | $359K | Hold |
|
|||||
|
2019
Q4 | $404K | Hold |
|
|||||
|
2019
Q3 | $425K | Buy |
|
|||||
|
2019
Q2 | $325K | Hold |
|
|||||
|
2019
Q1 | $331K | Hold |
|
|||||
|
2018
Q4 | $318K | Sell |
|
|||||
|
2018
Q3 | $301K | Sell |
|
|||||
|
2018
Q2 | $416K | Buy |
|
|||||
|
2018
Q1 | $386K | Hold |
|
|||||
|
2017
Q4 | $419K | Hold |
|
|||||
|
2017
Q3 | $418K | Sell |
|
|||||
|
2017
Q2 | $432K | Hold |
|
|||||
|
2017
Q1 | $424K | Buy |
|
|||||
|
2016
Q4 | $348K | Hold |
|
|||||
|
2016
Q3 | $359K | Buy |
|
|||||
|
2016
Q2 | $383K | Hold |
|
|||||
|
2016
Q1 | $360K | Hold |
|
|||||
|
2015
Q4 | $319K | Hold |
|
|||||
|
2015
Q3 | $321K | Buy |
|
|||||
|
2015
Q2 | $209K | Hold |
|
|||||
|
2015
Q1 | $228K | Hold |
|
|||||
|
2014
Q4 | $248K | Hold |
|
|||||
|
2014
Q3 | $222K | Sell |
|
|||||
|
2014
Q2 | $222K | Buy |
|
|||||
|
2014
Q1 | $197K | Hold |
|
|||||
|
2013
Q4 | $191K | Sell |
|
|||||
|
2013
Q3 | $202K | Sell |
|
|||||
|
2013
Q2 | $292K | Buy |
|