Moors & Cabot’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 | $6.89M | Buy |
52,610
+3,147
| +6% | +$393K | 0.29% | 68 |
|
|
2025
Q4 | $5.8M | Buy |
49,463
+2,789
| +6% | +$341K | 0.25% | 82 |
|
|
2025
Q3 | $5.78M | Sell |
46,674
-2,442
| -5% | -$296K | 0.25% | 81 |
|
|
2025
Q2 | $5.8M | Sell |
49,116
-2,148
| -4% | -$253K | 0.27% | 78 |
|
|
2025
Q1 | $6.25M | Buy |
51,264
+12
| +0% | +$1.37K | 0.32% | 64 |
|
|
2024
Q4 | $5.52M | Buy |
51,252
+1,808
| +4% | +$205K | 0.26% | 77 |
|
|
2024
Q3 | $5.7M | Sell |
49,444
-1,600
| -3% | -$178K | 0.28% | 76 |
|
|
2024
Q2 | $5.12M | Buy |
51,044
+897
| +2% | +$89.7K | 0.27% | 82 |
|
|
2024
Q1 | $4.85M | Sell |
50,147
-1,579
| -3% | -$150K | 0.26% | 87 |
|
|
2023
Q4 | $5.02M | Sell |
51,726
-3,759
| -7% | -$342K | 0.31% | 74 |
|
|
2023
Q3 | $4.9M | Sell |
55,485
-2,124
| -4% | -$195K | 0.33% | 68 |
|
|
2023
Q2 | $5.17M | Buy |
57,609
+1,378
| +2% | +$130K | 0.34% | 66 |
|
|
2023
Q1 | $5.42M | Buy |
56,231
+992
| +2% | +$98K | 0.37% | 56 |
|
|
2022
Q4 | $5.69M | Buy |
55,239
+897
| +2% | +$86.1K | 0.4% | 54 |
|
|
2022
Q3 | $5.05M | Buy |
54,342
+2,337
| +4% | +$251K | 0.39% | 54 |
|
|
2022
Q2 | $5.58M | Sell |
52,005
-90
| -0.2% | -$9.9K | 0.4% | 53 |
|
|
2022
Q1 | $5.82M | Buy |
52,095
+579
| +1% | +$60.1K | 0.36% | 62 |
|
|
2021
Q4 | $5.4M | Buy |
51,516
+3,854
| +8% | +$391K | 0.33% | 67 |
|
|
2021
Q3 | $4.65M | Buy |
47,662
+1,421
| +3% | +$147K | 0.29% | 76 |
|
|
2021
Q2 | $4.57M | Buy |
46,241
+2,702
| +6% | +$271K | 0.32% | 72 |
|
|
2021
Q1 | $4.2M | Sell |
43,539
-2,034
| -4% | -$186K | 0.32% | 72 |
|
|
2020
Q4 | $4.16M | Sell |
45,573
-2,503
| -5% | -$232K | 0.35% | 67 |
|
|
2020
Q3 | $4.26M | Sell |
48,076
-233
| -0.5% | -$19.2K | 0.4% | 59 |
|
|
2020
Q2 | $3.86M | Buy |
48,309
+7,419
| +18% | +$627K | 0.41% | 59 |
|
|
2020
Q1 | $3.3M | Sell |
40,890
-10,380
| -20% | -$953K | 0.48% | 50 |
|
|
2019
Q4 | $4.67M | Buy |
51,270
+2,103
| +4% | +$193K | 0.47% | 53 |
|
|
2019
Q3 | $4.72M | Buy |
49,167
+6,191
| +14% | +$563K | 0.52% | 45 |
|
|
2019
Q2 | $3.8M | Buy |
42,976
+3,167
| +8% | +$280K | 0.48% | 50 |
|
|
2019
Q1 | $3.59M | Sell |
39,809
-1,326
| -3% | -$117K | 0.49% | 51 |
|
|
2018
Q4 | $3.55M | Sell |
41,135
-5,500
| -12% | -$468K | 0.56% | 41 |
|
|
2018
Q3 | $3.73M | Buy |
46,635
+3,412
| +8% | +$276K | 0.46% | 53 |
|
|
2018
Q2 | $3.43M | Sell |
43,223
-2,275
| -5% | -$175K | 0.46% | 53 |
|
|
2018
Q1 | $3.52M | Sell |
45,498
-1,015
| -2% | -$78.5K | 0.47% | 56 |
|
|
2017
Q4 | $3.91M | Buy |
46,513
+3,069
| +7% | +$268K | 0.52% | 44 |
|
|
2017
Q3 | $3.65M | Buy |
43,444
+5,645
| +15% | +$483K | 0.53% | 44 |
|
|
2017
Q2 | $3.17M | Buy |
37,799
+247
| +0.7% | +$20.8K | 0.53% | 42 |
|
|
2017
Q1 | $3.08M | Sell |
37,552
-5,508
| -13% | -$438K | 0.52% | 43 |
|
|
2016
Q4 | $3.36M | Sell |
43,060
-218
| -0.5% | -$16.7K | 0.55% | 42 |
|
|
2016
Q3 | $3.46M | Buy |
43,278
+1,486
| +4% | +$123K | 0.58% | 37 |
|
|
2016
Q2 | $3.6M | Buy |
41,792
+2,059
| +5% | +$165K | 0.63% | 34 |
|
|
2016
Q1 | $3.19M | Buy |
39,733
+905
| +2% | +$68.5K | 0.58% | 34 |
|
|
2015
Q4 | $2.78M | Sell |
38,828
-855
| -2% | -$60.1K | 0.51% | 45 |
|
|
2015
Q3 | $2.86M | Sell |
39,683
-282
| -0.7% | -$20.4K | 0.53% | 42 |
|
|
2015
Q2 | $2.83M | Sell |
39,965
-787
| -2% | -$59.5K | 0.46% | 54 |
|
|
2015
Q1 | $3.14M | Sell |
40,752
-820
| -2% | -$66.6K | 0.52% | 47 |
|
|
2014
Q4 | $3.48M | Buy |
41,572
+5,456
| +15% | +$440K | 0.59% | 37 |
|
|
2014
Q3 | $2.69M | Buy |
36,116
+147
| +0.4% | +$10.7K | 0.46% | 52 |
|
|
2014
Q2 | $2.66M | Buy |
35,969
+5,048
| +16% | +$363K | 0.45% | 56 |
|
|
2014
Q1 | $2.2M | Buy |
+30,921
| New | +$2.16M | 0.56% | 48 |
|
Other funds holding DUK
VCM
VPM
Moors & Cabot's DUK Position: Q1 2026 in Review
Moors & Cabot increased its Duke Energy (DUK) stake by 6.4% in Q1 2026, buying an estimated $393K and bringing the position to 52,610 shares worth $6.89M. The position accounts for 0.29% of the portfolio, ranked #68.
Moors & Cabot first reported a position in DUK in Q1 2014 and has held it in 49 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Moors & Cabot held 52,610 shares of Duke Energy worth $6.89M as of Q1 2026.
- Moors & Cabot bought 3,147 Duke Energy shares in Q1 2026, an estimated $393K.
- Duke Energy made up 0.29% of Moors & Cabot's portfolio in Q1 2026, its #68 holding.
- Moors & Cabot first reported a position in Duke Energy in Q1 2014 and has held it in 49 quarters since.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.