MTM Investment 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 | $1.52M | Sell |
12,873
-342
| -3% | -$40.4K | 0.51% | 49 |
|
|
2025
Q1 | $1.6M | Buy |
13,215
+19
| +0.1% | +$2.3K | 0.62% | 43 |
|
|
2024
Q4 | $1.42M | Sell |
13,196
-36
| -0.3% | -$3.88K | 0.55% | 46 |
|
|
2024
Q3 | $1.51M | Sell |
13,232
-130
| -1% | -$14.8K | 0.59% | 45 |
|
|
2024
Q2 | $1.34M | Sell |
13,362
-979
| -7% | -$98.1K | 0.55% | 49 |
|
|
2024
Q1 | $1.39M | Buy |
14,341
+23
| +0.2% | +$2.22K | 0.57% | 48 |
|
|
2023
Q4 | $1.39M | Sell |
14,318
-276
| -2% | -$26.8K | 0.63% | 45 |
|
|
2023
Q3 | $1.29M | Sell |
14,594
-310
| -2% | -$27.4K | 0.65% | 45 |
|
|
2023
Q2 | $1.34M | Buy |
14,904
+895
| +6% | +$80.3K | 0.65% | 44 |
|
|
2023
Q1 | $1.35M | Sell |
14,009
-129
| -0.9% | -$12.4K | 0.69% | 41 |
|
|
2022
Q4 | $1.46M | Buy |
14,138
+27
| +0.2% | +$2.78K | 0.76% | 35 |
|
|
2022
Q3 | $1.31M | Sell |
14,111
-491
| -3% | -$45.7K | 0.75% | 35 |
|
|
2022
Q2 | $1.6M | Buy |
14,602
+2,099
| +17% | +$230K | 0.86% | 32 |
|
|
2022
Q1 | $1.4M | Buy |
12,503
+31
| +0.2% | +$3.46K | 0.68% | 41 |
|
|
2021
Q4 | $1.31M | Buy |
12,472
+30
| +0.2% | +$3.15K | 0.62% | 45 |
|
|
2021
Q3 | $1.21M | Buy |
12,442
+316
| +3% | +$30.8K | 0.66% | 44 |
|
|
2021
Q2 | $1.2M | Sell |
12,126
-153
| -1% | -$15.1K | 0.63% | 49 |
|
|
2021
Q1 | $1.19M | Sell |
12,279
-67
| -0.5% | -$6.47K | 0.67% | 47 |
|
|
2020
Q4 | $1.13M | Buy |
+12,346
| New | +$1.13M | 0.7% | 41 |
|