Allen Mooney & Barnes Investment Advisors’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 | $988K | Buy |
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|
2025
Q2 | $941K | Sell |
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|
2025
Q1 | $979K | Buy |
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|
2024
Q4 | $863K | Sell |
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|
2024
Q3 | $928K | Sell |
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|
2024
Q2 | $814K | Sell |
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|
2024
Q1 | $876K | Sell |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $880K | Buy |
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|
2023
Q2 | $645K | Buy |
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|
2023
Q1 | $659K | Sell |
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|
2022
Q4 | $819K | Buy |
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|
2022
Q3 | $645K | Buy |
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|
2022
Q2 | $742K | Buy |
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|
2022
Q1 | $770K | Buy |
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