S.A. Mason’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 | $150K | Hold |
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|
2025
Q2 | $143K | Hold |
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|
2025
Q1 | $148K | Hold |
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|
2024
Q4 | $131K | Buy |
|
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|
2024
Q3 | $139K | Hold |
|
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|
2024
Q2 | $121K | Hold |
|
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|
2024
Q1 | $116K | Hold |
|
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|
2023
Q4 | $117K | Hold |
|
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|
2023
Q3 | $106K | Buy |
|
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|
2023
Q2 | $104K | Hold |
|
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|
2023
Q1 | $104K | Buy |
|
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|
2022
Q4 | $107K | Hold |
|
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|
2022
Q3 | $96K | Hold |
|
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|
2022
Q2 | $111K | Buy |
|
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|
2022
Q1 | $112K | Hold |
|
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|
2021
Q4 | $105K | Hold |
|
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|
2021
Q3 | $98K | Hold |
|
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|
2021
Q2 | $99K | Hold |
|
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|
2021
Q1 | $97K | Hold |
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|
2020
Q4 | $92K | Hold |
|
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|
2020
Q3 | $89K | Sell |
|
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|
2020
Q2 | $88K | Sell |
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|
2020
Q1 | $109K | Hold |
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|
2019
Q4 | $123K | Buy |
|