Moisand Fitzgerald Tamayo’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 | $90K | Hold |
763
| – | – | 0.01% | 153 |
|
|
2025
Q1 | $93.1K | Hold |
763
| – | – | 0.01% | 151 |
|
|
2024
Q4 | $82.2K | Hold |
763
| – | – | 0.01% | 151 |
|
|
2024
Q3 | $88K | Hold |
763
| – | – | 0.01% | 156 |
|
|
2024
Q2 | $76.5K | Hold |
763
| – | – | 0.01% | 148 |
|
|
2024
Q1 | $73.8K | Hold |
763
| – | – | 0.01% | 153 |
|
|
2023
Q4 | $74K | Sell |
763
-85
| -10% | -$8.25K | 0.01% | 149 |
|
|
2023
Q3 | $74.8K | Hold |
848
| – | – | 0.02% | 146 |
|
|
2023
Q2 | $76.1K | Hold |
848
| – | – | 0.02% | 143 |
|
|
2023
Q1 | $81.8K | Hold |
848
| – | – | 0.02% | 139 |
|
|
2022
Q4 | $87.3K | Buy |
848
+32
| +4% | +$3.3K | 0.02% | 129 |
|
|
2022
Q3 | $76K | Buy |
816
+53
| +7% | +$4.94K | 0.02% | 132 |
|
|
2022
Q2 | $82K | Buy |
+763
| New | +$82K | 0.02% | 129 |
|
|
2019
Q2 | – | Sell |
-174
| Closed | -$16K | – | 277 |
|
|
2019
Q1 | $16K | Hold |
174
| – | – | 0.01% | 170 |
|
|
2018
Q4 | $15K | Buy |
+174
| New | +$15K | 0.01% | 168 |
|
|
2018
Q2 | – | Sell |
-133
| Closed | -$10K | – | 292 |
|
|
2018
Q1 | $10K | Buy |
+133
| New | +$10K | 0.01% | 209 |
|
|
2016
Q2 | – | Sell |
-409
| Closed | -$33K | – | 91 |
|
|
2016
Q1 | $33K | Hold |
409
| – | – | 0.03% | 103 |
|
|
2015
Q4 | $29K | Buy |
+409
| New | +$29K | 0.02% | 109 |
|