Allen Mooney & Barnes Investment Advisors’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 | $941K | Sell |
7,971
-57
| -0.7% | -$6.73K | 0.15% | 70 |
|
|
2025
Q1 | $979K | Buy |
8,028
+17
| +0.2% | +$2.07K | 0.16% | 73 |
|
|
2024
Q4 | $863K | Sell |
8,011
-35
| -0.4% | -$3.77K | 0.15% | 75 |
|
|
2024
Q3 | $928K | Sell |
8,046
-72
| -0.9% | -$8.3K | 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% | +$78.3K | 0.2% | 66 |
|
|
2023
Q3 | $880K | Buy |
9,966
+2,776
| +39% | +$245K | 0.19% | 70 |
|
|
2023
Q2 | $645K | Buy |
7,190
+357
| +5% | +$32K | 0.14% | 78 |
|
|
2023
Q1 | $659K | Sell |
6,833
-1,124
| -14% | -$108K | 0.16% | 73 |
|
|
2022
Q4 | $819K | Buy |
7,957
+1,021
| +15% | +$105K | 0.2% | 67 |
|
|
2022
Q3 | $645K | Buy |
6,936
+19
| +0.3% | +$1.77K | 0.17% | 75 |
|
|
2022
Q2 | $742K | Buy |
6,917
+20
| +0.3% | +$2.14K | 0.19% | 76 |
|
|
2022
Q1 | $770K | Buy |
+6,897
| New | +$770K | 0.17% | 79 |
|