PMIA
Patrick Mauro Investment Advisor’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
14,913
-5,991
| -29% | -$707K | 1% | 29 |
|
|
2025
Q1 | $2.55M | Sell |
20,904
-968
| -4% | -$118K | 1.39% | 28 |
|
|
2024
Q4 | $2.36M | Buy |
21,872
+51
| +0.2% | +$5.5K | 1.35% | 27 |
|
|
2024
Q3 | $2.52M | Sell |
21,821
-8,219
| -27% | -$948K | 1.33% | 29 |
|
|
2024
Q2 | $3.01M | Sell |
30,040
-742
| -2% | -$74.4K | 1.75% | 23 |
|
|
2024
Q1 | $2.98M | Sell |
30,782
-11,631
| -27% | -$1.12M | 1.69% | 24 |
|
|
2023
Q4 | $4.12M | Sell |
42,413
-4,379
| -9% | -$425K | 2.45% | 17 |
|
|
2023
Q3 | $4.13M | Buy |
46,792
+4,342
| +10% | +$383K | 2.68% | 16 |
|
|
2023
Q2 | $3.81M | Buy |
42,450
+16,170
| +62% | +$1.45M | 2.35% | 18 |
|
|
2023
Q1 | $2.54M | Sell |
26,280
-882
| -3% | -$85.1K | 1.58% | 25 |
|
|
2022
Q4 | $2.8M | Buy |
27,162
+2,728
| +11% | +$281K | 1.81% | 24 |
|
|
2022
Q3 | $2.27M | Buy |
+24,434
| New | +$2.27M | 1.64% | 26 |
|