BMA
Brooks Moore & Associates’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
12,507
-75
| -0.6% | -$9.12K | 0.82% | 40 |
|
|
2025
Q1 | $1.53M | Sell |
12,582
-1
| -0% | -$122 | 0.87% | 38 |
|
|
2024
Q4 | $1.36M | Hold |
12,583
| – | – | 0.8% | 41 |
|
|
2024
Q3 | $1.45M | Buy |
12,583
+12
| +0.1% | +$1.38K | 0.86% | 37 |
|
|
2024
Q2 | $1.26M | Hold |
12,571
| – | – | 0.81% | 36 |
|
|
2024
Q1 | $1.22M | Hold |
12,571
| – | – | 0.78% | 38 |
|
|
2023
Q4 | $1.22M | Hold |
12,571
| – | – | 0.84% | 37 |
|
|
2023
Q3 | $1.11M | Sell |
12,571
-792
| -6% | -$69.9K | 0.84% | 36 |
|
|
2023
Q2 | $1.2M | Sell |
13,363
-201
| -1% | -$18K | 0.84% | 38 |
|
|
2023
Q1 | $1.31M | Sell |
13,564
-199
| -1% | -$19.2K | 0.94% | 38 |
|
|
2022
Q4 | $1.42M | Hold |
13,763
| – | – | 1.04% | 37 |
|
|
2022
Q3 | $1.28M | Sell |
13,763
-1
| -0% | -$93 | 1.04% | 38 |
|
|
2022
Q2 | $1.48M | Buy |
13,764
+1
| +0% | +$107 | 1.06% | 37 |
|
|
2022
Q1 | $1.54M | Sell |
13,763
-335
| -2% | -$37.4K | 0.94% | 38 |
|
|
2021
Q4 | $1.48M | Sell |
14,098
-50
| -0.4% | -$5.25K | 0.87% | 41 |
|
|
2021
Q3 | $1.38M | Buy |
14,148
+1
| +0% | +$98 | 0.9% | 40 |
|
|
2021
Q2 | $1.4M | Sell |
14,147
-604
| -4% | -$59.6K | 0.89% | 41 |
|
|
2021
Q1 | $1.42M | Sell |
14,751
-95
| -0.6% | -$9.17K | 0.96% | 40 |
|
|
2020
Q4 | $1.36M | Sell |
14,846
-9
| -0.1% | -$824 | 1.05% | 38 |
|
|
2020
Q3 | $1.32M | Buy |
14,855
+824
| +6% | +$73K | 1.13% | 36 |
|
|
2020
Q2 | $1.12M | Sell |
14,031
-1,631
| -10% | -$130K | 1.05% | 35 |
|
|
2020
Q1 | $1.27M | Sell |
15,662
-500
| -3% | -$40.4K | 1.35% | 25 |
|
|
2019
Q4 | $1.47M | Sell |
16,162
-832
| -5% | -$75.9K | 1.17% | 31 |
|
|
2019
Q3 | $1.63M | Sell |
16,994
-100
| -0.6% | -$9.59K | 1.38% | 28 |
|
|
2019
Q2 | $1.51M | Buy |
17,094
+750
| +5% | +$66.2K | 1.3% | 30 |
|
|
2019
Q1 | $1.47M | Sell |
16,344
-410
| -2% | -$36.9K | 1.34% | 30 |
|
|
2018
Q4 | $1.45M | Buy |
+16,754
| New | +$1.45M | 1.46% | 27 |
|