Morningstar Investment Management’s Duke Energy DUK Stock Holding History

Morningstar Investment Management’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.1M	Buy
2025 Q1	–	Sell
2024 Q4	$983K	Hold
2024 Q3	$1.05M	Sell
2024 Q2	$921K	Hold
2024 Q1	$889K	Hold
2023 Q4	$892K	Sell
2023 Q3	$815K	Hold
2023 Q2	$829K	Buy