Mutual 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 | $2.57M | Buy |
21,396
+2,052
| +11% | +$246K | 0.06% | 270 |
|
|
2025
Q1 | $2.32M | Sell |
19,344
-1,690
| -8% | -$203K | 0.07% | 256 |
|
|
2024
Q4 | $2.29M | Sell |
21,034
-510
| -2% | -$55.6K | 0.07% | 251 |
|
|
2024
Q3 | $2.56M | Sell |
21,544
-1,909
| -8% | -$227K | 0.08% | 238 |
|
|
2024
Q2 | $2.55M | Sell |
23,453
-5,599
| -19% | -$608K | 0.08% | 231 |
|
|
2024
Q1 | $2.81M | Buy |
29,052
+1,002
| +4% | +$96.9K | 0.09% | 208 |
|
|
2023
Q4 | $2.72M | Buy |
28,050
+990
| +4% | +$96.1K | 0.09% | 210 |
|
|
2023
Q3 | $2.39M | Buy |
27,060
+577
| +2% | +$50.9K | 0.09% | 209 |
|
|
2023
Q2 | $2.38M | Buy |
26,483
+1,227
| +5% | +$110K | 0.09% | 224 |
|
|
2023
Q1 | $2.44M | Buy |
25,256
+667
| +3% | +$64.3K | 0.1% | 206 |
|
|
2022
Q4 | $2.53M | Buy |
24,589
+1,702
| +7% | +$175K | 0.11% | 190 |
|
|
2022
Q3 | $2.13M | Buy |
22,887
+3,324
| +17% | +$309K | 0.11% | 181 |
|
|
2022
Q2 | $2.1M | Buy |
19,563
+1,160
| +6% | +$124K | 0.14% | 173 |
|
|
2022
Q1 | $2.06M | Buy |
18,403
+961
| +6% | +$107K | 0.12% | 203 |
|
|
2021
Q4 | $1.83M | Buy |
17,442
+2,030
| +13% | +$213K | 0.1% | 247 |
|
|
2021
Q3 | $1.5M | Buy |
15,412
+1,831
| +13% | +$179K | 0.09% | 272 |
|
|
2021
Q2 | $1.34M | Sell |
13,581
-959
| -7% | -$94.7K | 0.08% | 294 |
|
|
2021
Q1 | $1.4M | Buy |
14,540
+1,521
| +12% | +$147K | 0.1% | 254 |
|
|
2020
Q4 | $1.19M | Buy |
13,019
+2,118
| +19% | +$194K | 0.09% | 263 |
|
|
2020
Q3 | $965K | Buy |
10,901
+1,679
| +18% | +$149K | 0.08% | 255 |
|
|
2020
Q2 | $737K | Buy |
9,222
+1,889
| +26% | +$151K | 0.07% | 288 |
|
|
2020
Q1 | $593K | Buy |
7,333
+878
| +14% | +$71K | 0.08% | 258 |
|
|
2019
Q4 | $589K | Buy |
6,455
+509
| +9% | +$46.4K | 0.06% | 311 |
|
|
2019
Q3 | $570K | Buy |
5,946
+1,372
| +30% | +$132K | 0.08% | 288 |
|
|
2019
Q2 | $404K | Buy |
4,574
+1,746
| +62% | +$154K | 0.05% | 371 |
|
|
2019
Q1 | $255K | Buy |
2,828
+162
| +6% | +$14.6K | 0.04% | 394 |
|
|
2018
Q4 | $230K | Buy |
2,666
+156
| +6% | +$13.5K | 0.05% | 379 |
|
|
2018
Q3 | $201K | Buy |
+2,510
| New | +$201K | 0.03% | 451 |
|