Mount Yale Investment 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 | $1.51M | Buy |
12,783
+328
| +3% | +$38.7K | 0.12% | 155 |
|
|
2025
Q1 | $1.52M | Buy |
12,455
+498
| +4% | +$60.7K | 0.13% | 141 |
|
|
2024
Q4 | $1.29M | Buy |
11,957
+393
| +3% | +$42.3K | 0.1% | 162 |
|
|
2024
Q3 | $1.33M | Sell |
11,564
-1,690
| -13% | -$195K | 0.13% | 164 |
|
|
2024
Q2 | $1.33M | Buy |
13,254
+1,287
| +11% | +$129K | 0.11% | 177 |
|
|
2024
Q1 | $1.16M | Buy |
11,967
+3,074
| +35% | +$297K | 0.09% | 195 |
|
|
2023
Q4 | $863K | Buy |
8,893
+208
| +2% | +$20.2K | 0.08% | 223 |
|
|
2023
Q3 | $767K | Sell |
8,685
-130
| -1% | -$11.5K | 0.08% | 228 |
|
|
2023
Q2 | $791K | Buy |
8,815
+256
| +3% | +$23K | 0.08% | 236 |
|
|
2023
Q1 | $826K | Buy |
8,559
+843
| +11% | +$81.3K | 0.09% | 229 |
|
|
2022
Q4 | $795K | Buy |
7,716
+19
| +0.2% | +$1.96K | 0.09% | 224 |
|
|
2022
Q3 | $716K | Buy |
7,697
+3,723
| +94% | +$346K | 0.1% | 220 |
|
|
2022
Q2 | $426K | Buy |
3,974
+148
| +4% | +$15.9K | 0.05% | 305 |
|
|
2022
Q1 | $427K | Buy |
3,826
+580
| +18% | +$64.7K | 0.05% | 321 |
|
|
2021
Q4 | $341K | Buy |
3,246
+272
| +9% | +$28.6K | 0.04% | 340 |
|
|
2021
Q3 | $290K | Buy |
+2,974
| New | +$290K | 0.03% | 355 |
|
|
2020
Q3 | – | Sell |
-5,454
| Closed | -$436K | – | 354 |
|
|
2020
Q2 | $436K | Buy |
5,454
+135
| +3% | +$10.8K | 0.08% | 242 |
|
|
2020
Q1 | $430K | Buy |
5,319
+1,032
| +24% | +$83.4K | 0.1% | 203 |
|
|
2019
Q4 | $418K | Buy |
4,287
+505
| +13% | +$49.2K | 0.07% | 238 |
|
|
2019
Q3 | $331K | Buy |
3,782
+334
| +10% | +$29.2K | 0.06% | 256 |
|
|
2019
Q2 | $306K | Buy |
3,448
+328
| +11% | +$29.1K | 0.06% | 263 |
|
|
2019
Q1 | $281K | Sell |
3,120
-61
| -2% | -$5.49K | 0.05% | 264 |
|
|
2018
Q4 | $287K | Sell |
3,181
-375
| -11% | -$33.8K | 0.06% | 264 |
|
|
2018
Q3 | $301K | Buy |
3,556
+80
| +2% | +$6.77K | 0.05% | 251 |
|
|
2018
Q2 | $275K | Buy |
3,476
+703
| +25% | +$55.6K | 0.05% | 264 |
|
|
2018
Q1 | $215K | Buy |
+2,773
| New | +$215K | 0.05% | 280 |
|