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Allen Mooney & Barnes Investment Advisors’s Duke Energy DUK Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$600K Sell
4,742
-3,254
-41% -$410K 0.09% 88
2026
Q1 		$1.05M Buy
7,996
+16
+0.2% +$2K 0.15% 73
2025
Q4 		$935K Sell
7,980
-7
-0.1% -$855 0.14% 72
2025
Q3 		$988K Buy
7,987
+16
+0.2% +$1.94K 0.15% 71
2025
Q2 		$941K Sell
7,971
-57
-0.7% -$6.73K 0.15% 70
2025
Q1 		$979K Buy
8,028
+17
+0.2% +$1.94K 0.16% 73
2024
Q4 		$863K Sell
8,011
-35
-0.4% -$3.96K 0.15% 75
2024
Q3 		$928K Sell
8,046
-72
-0.9% -$8.01K 0.16% 74
2024
Q2 		$814K Sell
8,118
-1,076
-12% -$108K 0.15% 79
2024
Q1 		$876K Sell
9,194
-1,579
-15% -$150K 0.17% 74
2023
Q4 		$1.05M Buy
10,773
+807
+8% +$73.4K 0.2% 66
2023
Q3 		$880K Buy
9,966
+2,776
+39% +$255K 0.19% 70
2023
Q2 		$645K Buy
7,190
+357
+5% +$33.7K 0.14% 78
2023
Q1 		$659K Sell
6,833
-1,124
-14% -$111K 0.16% 73
2022
Q4 		$819K Buy
7,957
+1,021
+15% +$98K 0.2% 67
2022
Q3 		$645K Buy
6,936
+19
+0.3% +$2.04K 0.17% 75
2022
Q2 		$742K Buy
6,917
+20
+0.3% +$2.2K 0.19% 76
2022
Q1 		$770K Buy
+6,897
New +$716K 0.17% 79

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's DUK Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Duke Energy (DUK) stake by 41% in Q2 2026, selling an estimated $410K and leaving 4,742 shares worth $600K. The position accounts for 0.09% of the portfolio, ranked #88.

Allen Mooney & Barnes Investment Advisors first reported a position in DUK in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.05M in Q1 2026. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 4,742 shares of Duke Energy worth $600K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 3,254 Duke Energy shares in Q2 2026, an estimated $410K.
  • Duke Energy made up 0.09% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #88 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Duke Energy in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Duke Energy position peaked at $1.05M in Q1 2026.
  • 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.