MQS Management’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 | $482K | Buy |
+4,087
| New | +$482K | 0.27% | 131 |
|
|
2024
Q4 | – | Sell |
-7,297
| Closed | -$841K | – | 129 |
|
|
2024
Q3 | $841K | Buy |
+7,297
| New | +$841K | 0.47% | 33 |
|
|
2024
Q2 | – | Sell |
-3,647
| Closed | -$353K | – | 484 |
|
|
2024
Q1 | $353K | Buy |
+3,647
| New | +$353K | 0.2% | 198 |
|
|
2023
Q3 | – | Sell |
-3,659
| Closed | -$328K | – | 476 |
|
|
2023
Q2 | $328K | Sell |
3,659
-1,148
| -24% | -$103K | 0.22% | 194 |
|
|
2023
Q1 | $464K | Buy |
+4,807
| New | +$464K | 0.3% | 110 |
|
|
2022
Q4 | – | Sell |
-3,862
| Closed | -$359K | – | 422 |
|
|
2022
Q3 | $359K | Buy |
+3,862
| New | +$359K | 0.23% | 162 |
|
|
2022
Q1 | – | Sell |
-2,697
| Closed | -$283K | – | 359 |
|
|
2021
Q4 | $283K | Buy |
+2,697
| New | +$283K | 0.45% | 102 |
|