Morgan Stanley’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 | $1.45B | Buy |
12,266,728
+756,472
| +7% | +$89.3M | 0.09% | 190 |
|
|
2025
Q1 | $1.4B | Buy |
11,510,256
+322,685
| +3% | +$39.4M | 0.1% | 182 |
|
|
2024
Q4 | $1.21B | Sell |
11,187,571
-11,615
| -0.1% | -$1.25M | 0.08% | 207 |
|
|
2024
Q3 | $1.29B | Buy |
11,199,186
+221,242
| +2% | +$25.5M | 0.09% | 192 |
|
|
2024
Q2 | $1.1B | Buy |
10,977,944
+81,974
| +0.8% | +$8.22M | 0.09% | 208 |
|
|
2024
Q1 | $1.05B | Sell |
10,895,970
-9,874,780
| -48% | -$955M | 0.08% | 221 |
|
|
2023
Q4 | $2.02B | Buy |
20,770,750
+10,302,734
| +98% | +$1,000M | 0.09% | 209 |
|
|
2023
Q3 | $924M | Buy |
10,468,016
+492,011
| +5% | +$43.4M | 0.09% | 206 |
|
|
2023
Q2 | $895M | Sell |
9,976,005
-172,314
| -2% | -$15.5M | 0.09% | 214 |
|
|
2023
Q1 | $979M | Buy |
10,148,319
+130,148
| +1% | +$12.6M | 0.11% | 191 |
|
|
2022
Q4 | $1.03B | Buy |
10,018,171
+1,037,012
| +12% | +$107M | 0.12% | 175 |
|
|
2022
Q3 | $835M | Sell |
8,981,159
-406,447
| -4% | -$37.8M | 0.11% | 183 |
|
|
2022
Q2 | $1.01B | Buy |
9,387,606
+4,012,538
| +75% | +$430M | 0.13% | 160 |
|
|
2022
Q1 | $600M | Sell |
5,375,068
-123,979
| -2% | -$13.8M | 0.08% | 233 |
|
|
2021
Q4 | $577M | Sell |
5,499,047
-91,457
| -2% | -$9.59M | 0.07% | 258 |
|
|
2021
Q3 | $546M | Sell |
5,590,504
-203,780
| -4% | -$19.9M | 0.07% | 246 |
|
|
2021
Q2 | $572M | Buy |
5,794,284
+867,051
| +18% | +$85.6M | 0.08% | 235 |
|
|
2021
Q1 | $476M | Sell |
4,927,233
-528,859
| -10% | -$51.1M | 0.07% | 256 |
|
|
2020
Q4 | $500M | Buy |
5,456,092
+498,409
| +10% | +$45.6M | 0.08% | 230 |
|
|
2020
Q3 | $439M | Buy |
4,957,683
+992,573
| +25% | +$87.9M | 0.08% | 213 |
|
|
2020
Q2 | $317M | Buy |
3,965,110
+343,638
| +9% | +$27.5M | 0.07% | 249 |
|
|
2020
Q1 | $293M | Buy |
3,621,472
+114,365
| +3% | +$9.25M | 0.08% | 225 |
|
|
2019
Q4 | $320M | Buy |
3,507,107
+79,119
| +2% | +$7.22M | 0.07% | 252 |
|
|
2019
Q3 | $329M | Buy |
3,427,988
+401,255
| +13% | +$38.5M | 0.09% | 228 |
|
|
2019
Q2 | $267M | Sell |
3,026,733
-950,037
| -24% | -$83.8M | 0.07% | 276 |
|
|
2019
Q1 | $358M | Sell |
3,976,770
-611,610
| -13% | -$55M | 0.1% | 203 |
|
|
2018
Q4 | $396M | Buy |
4,588,380
+795,606
| +21% | +$68.7M | 0.12% | 176 |
|
|
2018
Q3 | $303M | Buy |
3,792,774
+460,092
| +14% | +$36.8M | 0.08% | 261 |
|
|
2018
Q2 | $264M | Sell |
3,332,682
-836,318
| -20% | -$66.1M | 0.07% | 274 |
|
|
2018
Q1 | $323M | Buy |
4,169,000
+284,525
| +7% | +$22M | 0.09% | 230 |
|
|
2017
Q4 | $327M | Sell |
3,884,475
-532,180
| -12% | -$44.8M | 0.09% | 236 |
|
|
2017
Q3 | $371M | Buy |
4,416,655
+184,149
| +4% | +$15.5M | 0.11% | 192 |
|
|
2017
Q2 | $354M | Sell |
4,232,506
-676,708
| -14% | -$56.6M | 0.11% | 207 |
|
|
2017
Q1 | $403M | Buy |
4,909,214
+986,456
| +25% | +$80.9M | 0.12% | 178 |
|
|
2016
Q4 | $304M | Buy |
3,922,758
+346,489
| +10% | +$26.9M | 0.1% | 209 |
|
|
2016
Q3 | $286M | Buy |
3,576,269
+134,681
| +4% | +$10.8M | 0.1% | 232 |
|
|
2016
Q2 | $295M | Buy |
3,441,588
+541,242
| +19% | +$46.4M | 0.11% | 210 |
|
|
2016
Q1 | $234M | Buy |
2,900,346
+58,713
| +2% | +$4.74M | 0.09% | 254 |
|
|
2015
Q4 | $203M | Sell |
2,841,633
-277,604
| -9% | -$19.8M | 0.07% | 290 |
|
|
2015
Q3 | $224M | Sell |
3,119,237
-492,338
| -14% | -$35.4M | 0.08% | 259 |
|
|
2015
Q2 | $255M | Buy |
3,611,575
+103,389
| +3% | +$7.3M | 0.09% | 257 |
|
|
2015
Q1 | $269M | Buy |
3,508,186
+171,780
| +5% | +$13.2M | 0.1% | 236 |
|
|
2014
Q4 | $279M | Buy |
3,336,406
+310,799
| +10% | +$26M | 0.1% | 229 |
|
|
2014
Q3 | $226M | Sell |
3,025,607
-472,477
| -14% | -$35.3M | 0.09% | 257 |
|
|
2014
Q2 | $260M | Sell |
3,498,084
-137,541
| -4% | -$10.2M | 0.1% | 227 |
|
|
2014
Q1 | $259M | Sell |
3,635,625
-667,868
| -16% | -$47.6M | 0.11% | 216 |
|
|
2013
Q4 | $297M | Sell |
4,303,493
-437,026
| -9% | -$30.2M | 0.13% | 186 |
|
|
2013
Q3 | $317M | Buy |
4,740,519
+671,740
| +17% | +$44.9M | 0.15% | 162 |
|
|
2013
Q2 | $275M | Buy |
+4,068,779
| New | +$275M | 0.14% | 181 |
|