Moneta Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.22M | Buy |
9,280
+679
| +8% | +$84.9K | 0.01% | 337 |
|
|
2025
Q4 | $1.01M | Buy |
8,601
+439
| +5% | +$53.6K | 0.01% | 360 |
|
|
2025
Q3 | $1.01M | Buy |
8,162
+922
| +13% | +$112K | 0.01% | 353 |
|
|
2025
Q2 | $854K | Buy |
7,240
+856
| +13% | +$101K | 0.01% | 332 |
|
|
2025
Q1 | $779K | Sell |
6,384
-70
| -1% | -$7.98K | 0.01% | 322 |
|
|
2024
Q4 | $695K | Buy |
6,454
+381
| +6% | +$43.2K | 0.01% | 334 |
|
|
2024
Q3 | $700K | Sell |
6,073
-97
| -2% | -$10.8K | 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% | -$177K | 0.01% | 346 |
|
|
2023
Q4 | $766K | Buy |
7,898
+1,347
| +21% | +$123K | 0.02% | 270 |
|
|
2023
Q3 | $578K | Sell |
6,551
-1,984
| -23% | -$182K | 0.01% | 287 |
|
|
2023
Q2 | $766K | Sell |
8,535
-634
| -7% | -$59.8K | 0.02% | 258 |
|
|
2023
Q1 | $885K | Buy |
9,169
+2,322
| +34% | +$229K | 0.02% | 229 |
|
|
2022
Q4 | $701K | Sell |
6,847
-958
| -12% | -$92K | 0.02% | 253 |
|
|
2022
Q3 | $726K | Sell |
7,805
-562
| -7% | -$60.4K | 0.03% | 216 |
|
|
2022
Q2 | $897K | Sell |
8,367
-96
| -1% | -$10.6K | 0.03% | 217 |
|
|
2022
Q1 | $945K | Buy |
8,463
+2,705
| +47% | +$281K | 0.04% | 212 |
|
|
2021
Q4 | $604K | Buy |
5,758
+788
| +16% | +$79.9K | 0.02% | 270 |
|
|
2021
Q3 | $485K | Buy |
4,970
+260
| +6% | +$26.9K | 0.02% | 283 |
|
|
2021
Q2 | $465K | Buy |
4,710
+525
| +13% | +$52.7K | 0.02% | 293 |
|
|
2021
Q1 | $404K | Buy |
+4,185
| New | +$382K | 0.02% | 286 |
|
|
2020
Q3 | – | Sell |
-3,530
| Closed | -$282K | – | 277 |
|
|
2020
Q2 | $282K | Buy |
+3,530
| New | +$298K | 0.03% | 213 |
|
|
2020
Q1 | – | Sell |
-1,908
| Closed | -$174K | – | 253 |
|
|
2019
Q4 | $174K | Buy |
1,908
+500
| +36% | +$45.8K | 0.01% | 245 |
|
|
2019
Q3 | $135K | Buy |
+1,408
| New | +$128K | 0.01% | 249 |
|
|
2018
Q3 | – | Sell |
-2,364
| Closed | -$187K | – | 272 |
|
|
2018
Q2 | $187K | Sell |
2,364
-49,572
| -95% | -$3.81M | 0.02% | 253 |
|
|
2018
Q1 | $229K | Buy |
51,936
+50,245
| +2,971% | +$3.88M | 0.03% | 189 |
|
|
2017
Q4 | $142K | Buy |
+1,691
| New | +$148K | 0.02% | 219 |
|
|
2017
Q2 | – | Sell |
-2,574
| Closed | -$211K | – | 184 |
|
|
2017
Q1 | $211K | Sell |
2,574
-710
| -22% | -$56.4K | 0.04% | 150 |
|
|
2016
Q4 | $255K | Buy |
+3,284
| New | +$252K | 0.05% | 142 |
|
|
2016
Q3 | – | Sell |
-2,384
| Closed | -$205K | – | 145 |
|
|
2016
Q2 | $205K | Buy |
+2,384
| New | +$191K | 0.04% | 155 |
|
|
2015
Q4 | – | Sell |
-2,692
| Closed | -$194K | – | 213 |
|
|
2015
Q3 | $194K | Buy |
+2,692
| New | +$195K | 0.05% | 128 |
|
Other funds holding DUK
VCM
VPM
Moneta Group Investment Advisors's DUK Position: Q1 2026 in Review
Moneta Group Investment Advisors increased its Duke Energy (DUK) stake by 7.9% in Q1 2026, buying an estimated $84.9K and bringing the position to 9,280 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #337.
Moneta Group Investment Advisors first reported a position in DUK in Q3 2015 and has held it in 31 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Moneta Group Investment Advisors held 9,280 shares of Duke Energy worth $1.22M as of Q1 2026.
- Moneta Group Investment Advisors bought 679 Duke Energy shares in Q1 2026, an estimated $84.9K.
- Duke Energy made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #337 holding.
- Moneta Group Investment Advisors first reported a position in Duke Energy in Q3 2015 and has held it in 31 quarters since.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.