Mount Yale Investment Advisors’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 | $1.51M | Buy |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $863K | Buy |
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|
2023
Q3 | $767K | Sell |
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|
2023
Q2 | $791K | Buy |
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|
2023
Q1 | $826K | Buy |
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|
2022
Q4 | $795K | Buy |
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|
2022
Q3 | $716K | Buy |
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|
2022
Q2 | $426K | Buy |
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|
2022
Q1 | $427K | Buy |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $290K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $436K | Buy |
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|
2020
Q1 | $430K | Buy |
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|
2019
Q4 | $418K | Buy |
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|
2019
Q3 | $331K | Buy |
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|
2019
Q2 | $306K | Buy |
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|
2019
Q1 | $281K | Sell |
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|
2018
Q4 | $287K | Sell |
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|
2018
Q3 | $301K | Buy |
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|
2018
Q2 | $275K | Buy |
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|
2018
Q1 | $215K | Buy |
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