Mutual Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.61M | Sell |
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|
2025
Q2 | $2.57M | Buy |
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|
2025
Q1 | $2.32M | Sell |
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|
2024
Q4 | $2.29M | Sell |
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|
2024
Q3 | $2.56M | Sell |
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|
2024
Q2 | $2.55M | Sell |
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|
2024
Q1 | $2.81M | Buy |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $2.39M | Buy |
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|
2023
Q2 | $2.38M | Buy |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | $2.53M | Buy |
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|
2022
Q3 | $2.13M | Buy |
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|
2022
Q2 | $2.1M | Buy |
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|
2022
Q1 | $2.06M | Buy |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.34M | Sell |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $965K | Buy |
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|
2020
Q2 | $737K | Buy |
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|
2020
Q1 | $593K | Buy |
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|
2019
Q4 | $589K | Buy |
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|
2019
Q3 | $570K | Buy |
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|
2019
Q2 | $404K | Buy |
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|
2019
Q1 | $255K | Buy |
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|
2018
Q4 | $230K | Buy |
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|
2018
Q3 | $201K | Buy |
|