Mystic Asset 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 | $1.43M | Buy |
12,124
+6
| +0% | +$708 | 0.35% | 76 |
|
|
2025
Q1 | $1.48M | Sell |
12,118
-111
| -0.9% | -$13.5K | 0.39% | 72 |
|
|
2024
Q4 | $1.32M | Buy |
12,229
+1,169
| +11% | +$126K | 0.35% | 76 |
|
|
2024
Q3 | $1.28M | Buy |
11,060
+6
| +0.1% | +$692 | 0.48% | 65 |
|
|
2024
Q2 | $1.11M | Hold |
11,054
| – | – | 0.45% | 66 |
|
|
2024
Q1 | $1.07M | Buy |
11,054
+800
| +8% | +$77.4K | 0.44% | 71 |
|
|
2023
Q4 | $995K | Buy |
10,254
+495
| +5% | +$48K | 0.48% | 69 |
|
|
2023
Q3 | $861K | Sell |
9,759
-1,148
| -11% | -$101K | 0.48% | 71 |
|
|
2023
Q2 | $979K | Sell |
10,907
-88
| -0.8% | -$7.9K | 0.52% | 67 |
|
|
2023
Q1 | $1.06M | Hold |
10,995
| – | – | 0.59% | 63 |
|
|
2022
Q4 | $1.13M | Buy |
10,995
+115
| +1% | +$11.8K | 0.64% | 55 |
|
|
2022
Q3 | $1.01M | Buy |
10,880
+25
| +0.2% | +$2.33K | 0.65% | 57 |
|
|
2022
Q2 | $1.16M | Buy |
10,855
+600
| +6% | +$64.3K | 0.71% | 52 |
|
|
2022
Q1 | $1.15M | Sell |
10,255
-433
| -4% | -$48.3K | 0.62% | 54 |
|
|
2021
Q4 | $1.12M | Buy |
+10,688
| New | +$1.12M | 0.53% | 61 |
|