Moneta Group 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 | $854K | Buy |
7,240
+856
| +13% | +$101K | 0.01% | 332 |
|
|
2025
Q1 | $779K | Sell |
6,384
-70
| -1% | -$8.54K | 0.01% | 322 |
|
|
2024
Q4 | $695K | Buy |
6,454
+381
| +6% | +$41K | 0.01% | 334 |
|
|
2024
Q3 | $700K | Sell |
6,073
-97
| -2% | -$11.2K | 0.01% | 342 |
|
|
2024
Q2 | $618K | Buy |
6,170
+141
| +2% | +$14.1K | 0.01% | 345 |
|
|
2024
Q1 | $583K | Sell |
6,029
-1,869
| -24% | -$181K | 0.01% | 346 |
|
|
2023
Q4 | $766K | Buy |
7,898
+1,347
| +21% | +$131K | 0.02% | 270 |
|
|
2023
Q3 | $578K | Sell |
6,551
-1,984
| -23% | -$175K | 0.01% | 287 |
|
|
2023
Q2 | $766K | Sell |
8,535
-634
| -7% | -$56.9K | 0.02% | 258 |
|
|
2023
Q1 | $885K | Buy |
9,169
+2,322
| +34% | +$224K | 0.02% | 229 |
|
|
2022
Q4 | $701K | Sell |
6,847
-958
| -12% | -$98.1K | 0.02% | 253 |
|
|
2022
Q3 | $726K | Sell |
7,805
-562
| -7% | -$52.3K | 0.03% | 216 |
|
|
2022
Q2 | $897K | Sell |
8,367
-96
| -1% | -$10.3K | 0.03% | 217 |
|
|
2022
Q1 | $945K | Buy |
8,463
+2,705
| +47% | +$302K | 0.04% | 212 |
|
|
2021
Q4 | $604K | Buy |
5,758
+788
| +16% | +$82.7K | 0.02% | 270 |
|
|
2021
Q3 | $485K | Buy |
4,970
+260
| +6% | +$25.4K | 0.02% | 283 |
|
|
2021
Q2 | $465K | Buy |
4,710
+525
| +13% | +$51.8K | 0.02% | 293 |
|
|
2021
Q1 | $404K | Buy |
+4,185
| New | +$404K | 0.02% | 286 |
|
|
2020
Q3 | – | Sell |
-3,530
| Closed | -$282K | – | 277 |
|
|
2020
Q2 | $282K | Buy |
+3,530
| New | +$282K | 0.03% | 213 |
|
|
2020
Q1 | – | Sell |
-1,908
| Closed | -$174K | – | 253 |
|
|
2019
Q4 | $174K | Buy |
1,908
+500
| +36% | +$45.6K | 0.01% | 245 |
|
|
2019
Q3 | $135K | Buy |
+1,408
| New | +$135K | 0.01% | 249 |
|
|
2018
Q3 | – | Sell |
-2,364
| Closed | -$187K | – | 269 |
|
|
2018
Q2 | $187K | Sell |
2,364
-49,572
| -95% | -$3.92M | 0.02% | 253 |
|
|
2018
Q1 | $229K | Buy |
51,936
+50,245
| +2,971% | +$222K | 0.03% | 186 |
|
|
2017
Q4 | $142K | Buy |
+1,691
| New | +$142K | 0.02% | 215 |
|
|
2017
Q2 | – | Sell |
-2,574
| Closed | -$211K | – | 184 |
|
|
2017
Q1 | $211K | Sell |
2,574
-710
| -22% | -$58.2K | 0.04% | 150 |
|
|
2016
Q4 | $255K | Buy |
+3,284
| New | +$255K | 0.05% | 142 |
|
|
2016
Q3 | – | Sell |
-2,384
| Closed | -$205K | – | 145 |
|
|
2016
Q2 | $205K | Buy |
+2,384
| New | +$205K | 0.04% | 155 |
|
|
2015
Q4 | – | Sell |
-2,692
| Closed | -$194K | – | 213 |
|
|
2015
Q3 | $194K | Buy |
+2,692
| New | +$194K | 0.05% | 128 |
|