Morningstar Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,128
| Closed | -$983K | – | 118 |
|
|
2024
Q4 | $983K | Hold |
9,128
| – | – | 0.08% | 72 |
|
|
2024
Q3 | $1.05M | Sell |
9,128
-64
| -0.7% | -$7.37K | 0.1% | 87 |
|
|
2024
Q2 | $921K | Hold |
9,192
| – | – | 0.1% | 89 |
|
|
2024
Q1 | $889K | Hold |
9,192
| – | – | 0.1% | 92 |
|
|
2023
Q4 | $892K | Sell |
9,192
-43
| -0.5% | -$4.17K | 0.1% | 89 |
|
|
2023
Q3 | $815K | Hold |
9,235
| – | – | 0.11% | 68 |
|
|
2023
Q2 | $829K | Buy |
+9,235
| New | +$829K | 0.11% | 73 |
|