Moloney Securities Asset Management’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 | $2.11M | Sell |
17,070
-1,221
| -7% | -$148K | 0.25% | 91 |
|
|
2025
Q2 | $2.16M | Buy |
18,291
+392
| +2% | +$46.3K | 0.27% | 87 |
|
|
2025
Q1 | $2.18M | Sell |
17,899
-1,757
| -9% | -$200K | 0.3% | 79 |
|
|
2024
Q4 | $2.12M | Sell |
19,656
-59
| -0.3% | -$6.68K | 0.28% | 88 |
|
|
2024
Q3 | $2.27M | Sell |
19,715
-738
| -4% | -$82.1K | 0.3% | 78 |
|
|
2024
Q2 | $2.05M | Buy |
20,453
+1,937
| +10% | +$194K | 0.3% | 82 |
|
|
2024
Q1 | $1.79M | Sell |
18,516
-826
| -4% | -$78.4K | 0.27% | 92 |
|
|
2023
Q4 | $1.88M | Sell |
19,342
-281
| -1% | -$25.6K | 0.3% | 79 |
|
|
2023
Q3 | $1.73M | Buy |
19,623
+266
| +1% | +$24.4K | 0.31% | 75 |
|
|
2023
Q2 | $1.74M | Buy |
19,357
+1,538
| +9% | +$145K | 0.31% | 80 |
|
|
2023
Q1 | $1.72M | Buy |
17,819
+27
| +0.2% | +$2.67K | 0.32% | 83 |
|
|
2022
Q4 | $1.83M | Sell |
17,792
-278
| -2% | -$26.7K | 0.4% | 65 |
|
|
2022
Q3 | $1.68M | Sell |
18,070
-742
| -4% | -$79.7K | 0.41% | 64 |
|
|
2022
Q2 | $2.02M | Buy |
18,812
+174
| +0.9% | +$19.1K | 0.47% | 62 |
|
|
2022
Q1 | $2.08M | Buy |
18,638
+999
| +6% | +$104K | 0.4% | 71 |
|
|
2021
Q4 | $1.85M | Sell |
17,639
-16
| -0.1% | -$1.62K | 0.31% | 77 |
|
|
2021
Q3 | $1.72M | Buy |
17,655
+1,254
| +8% | +$130K | 0.31% | 94 |
|
|
2021
Q2 | $1.62M | Buy |
16,401
+639
| +4% | +$64.2K | 0.29% | 92 |
|
|
2021
Q1 | $1.52M | Sell |
15,762
-4,343
| -22% | -$396K | 0.3% | 92 |
|
|
2020
Q4 | $1.84M | Sell |
20,105
-663
| -3% | -$61.3K | 0.41% | 70 |
|
|
2020
Q3 | $1.84M | Buy |
20,768
+245
| +1% | +$20.2K | 0.49% | 62 |
|
|
2020
Q2 | $1.64M | Buy |
20,523
+584
| +3% | +$49.3K | 0.48% | 72 |
|
|
2020
Q1 | $1.61M | Buy |
19,939
+2,696
| +16% | +$248K | 0.58% | 58 |
|
|
2019
Q4 | $1.57M | Buy |
17,243
+1,765
| +11% | +$162K | 0.49% | 52 |
|
|
2019
Q3 | $1.48M | Sell |
15,478
-953
| -6% | -$86.7K | 0.5% | 54 |
|
|
2019
Q2 | $1.45M | Buy |
16,431
+1,267
| +8% | +$112K | 0.48% | 52 |
|
|
2019
Q1 | $1.36M | Buy |
15,164
+28
| +0.2% | +$2.47K | 0.47% | 54 |
|
|
2018
Q4 | $1.31M | Buy |
15,136
+610
| +4% | +$51.9K | 0.53% | 48 |
|
|
2018
Q3 | $1.16M | Sell |
14,526
-286
| -2% | -$23.1K | 0.4% | 75 |
|
|
2018
Q2 | $1.17M | Buy |
14,812
+207
| +1% | +$15.9K | 0.44% | 66 |
|
|
2018
Q1 | $1.13M | Buy |
14,605
+412
| +3% | +$31.8K | 0.46% | 67 |
|
|
2017
Q4 | $1.19M | Sell |
14,193
-44
| -0.3% | -$3.84K | 0.5% | 61 |
|
|
2017
Q3 | $1.2M | Sell |
14,237
-105
| -0.7% | -$8.99K | 0.53% | 48 |
|
|
2017
Q2 | $1.2M | Buy |
14,342
+305
| +2% | +$25.6K | 0.6% | 45 |
|
|
2017
Q1 | $1.15M | Buy |
14,037
+590
| +4% | +$46.9K | 0.6% | 43 |
|
|
2016
Q4 | $1.04M | Buy |
+13,447
| New | +$1.03M | 0.63% | 37 |
|
Other funds holding DUK
Moloney Securities Asset Management's DUK Position: Q3 2025 in Review
Moloney Securities Asset Management reduced its Duke Energy (DUK) stake by 6.7% in Q3 2025, selling an estimated $148K and leaving 17,070 shares worth $2.11M. The position accounts for 0.25% of the portfolio, ranked #91.
Moloney Securities Asset Management first reported a position in DUK in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.27M in Q3 2024. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.
- Moloney Securities Asset Management held 17,070 shares of Duke Energy worth $2.11M as of Q3 2025.
- Moloney Securities Asset Management sold 1,221 Duke Energy shares in Q3 2025, an estimated $148K.
- Duke Energy made up 0.25% of Moloney Securities Asset Management's portfolio in Q3 2025, its #91 holding.
- Moloney Securities Asset Management first reported a position in Duke Energy in Q4 2016 and has held it in 36 quarters since.
- Moloney Securities Asset Management's Duke Energy position peaked at $2.27M in Q3 2024.
- 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.
Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.