Morton Community Bank’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 | $4.15M | Buy |
35,132
+950
| +3% | +$112K | 1.03% | 34 |
|
|
2025
Q1 | $4.17M | Buy |
34,182
+361
| +1% | +$44K | 1.09% | 32 |
|
|
2024
Q4 | $3.64M | Buy |
33,821
+574
| +2% | +$61.8K | 0.96% | 45 |
|
|
2024
Q3 | $3.83M | Sell |
33,247
-205
| -0.6% | -$23.6K | 1% | 42 |
|
|
2024
Q2 | $3.35M | Buy |
33,452
+1,361
| +4% | +$136K | 0.95% | 46 |
|
|
2024
Q1 | $3.1M | Buy |
32,091
+1,681
| +6% | +$163K | 0.89% | 51 |
|
|
2023
Q4 | $2.95M | Buy |
+30,410
| New | +$2.95M | 0.96% | 39 |
|