MSH Capital 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 | $1.64M | Buy |
13,880
+34
| +0.2% | +$4.01K | 0.47% | 63 |
|
|
2025
Q1 | $1.69M | Buy |
13,846
+1,809
| +15% | +$221K | 0.52% | 58 |
|
|
2024
Q4 | $1.3M | Buy |
12,037
+1,694
| +16% | +$183K | 0.41% | 70 |
|
|
2024
Q3 | $1.19M | Buy |
10,343
+3
| +0% | +$346 | 0.36% | 77 |
|
|
2024
Q2 | $1.04M | Buy |
10,340
+174
| +2% | +$17.4K | 0.35% | 81 |
|
|
2024
Q1 | $983K | Sell |
10,166
-308
| -3% | -$29.8K | 0.35% | 83 |
|
|
2023
Q4 | $1.02M | Sell |
10,474
-399
| -4% | -$38.7K | 0.38% | 78 |
|
|
2023
Q3 | $960K | Sell |
10,873
-229
| -2% | -$20.2K | 0.38% | 81 |
|
|
2023
Q2 | $996K | Buy |
11,102
+112
| +1% | +$10.1K | 0.37% | 83 |
|
|
2023
Q1 | $1.06M | Sell |
10,990
-112
| -1% | -$10.8K | 0.45% | 74 |
|
|
2022
Q4 | $1.14M | Buy |
11,102
+273
| +3% | +$28.1K | 0.52% | 68 |
|
|
2022
Q3 | $1.01M | Buy |
10,829
+59
| +0.5% | +$5.49K | 0.5% | 71 |
|
|
2022
Q2 | $1.15M | Buy |
10,770
+646
| +6% | +$69.3K | 0.54% | 65 |
|
|
2022
Q1 | $1.13M | Buy |
10,124
+603
| +6% | +$67.3K | 0.47% | 71 |
|
|
2021
Q4 | $999K | Buy |
+9,521
| New | +$999K | 0.45% | 74 |
|