Morningstar Investment Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.75M | Sell |
14,339
-17,843
| -55% | -$2.03M | 0.32% | 73 |
|
|
2024
Q4 | $3.47M | Sell |
32,182
-323,102
| -91% | -$36.6M | 0.32% | 77 |
|
|
2024
Q3 | $41.2M | Sell |
355,284
-4,237
| -1% | -$472K | 0.42% | 68 |
|
|
2024
Q2 | $36.2M | Sell |
359,521
-6,070
| -2% | -$607K | 0.39% | 71 |
|
|
2024
Q1 | $35.1M | Sell |
365,591
-424,021
| -54% | -$40.2M | 0.39% | 71 |
|
|
2023
Q4 | $76.5M | Buy |
789,612
+387,038
| +96% | +$35.2M | 0.43% | 61 |
|
|
2023
Q3 | $35.7M | Sell |
402,574
-1,732
| -0.4% | -$159K | 0.46% | 61 |
|
|
2023
Q2 | $36M | Sell |
404,306
-1,500
| -0.4% | -$142K | 0.46% | 64 |
|
|
2023
Q1 | $39M | Buy |
405,806
+13,771
| +4% | +$1.36M | 0.52% | 56 |
|
|
2022
Q4 | $41M | Buy |
392,035
+3,295
| +0.8% | +$316K | 0.56% | 54 |
|
|
2022
Q3 | $35.4M | Buy |
388,740
+13,671
| +4% | +$1.47M | 0.5% | 59 |
|
|
2022
Q2 | $39.7M | Buy |
375,069
+17,592
| +5% | +$1.93M | 0.53% | 49 |
|
|
2022
Q1 | $39.8M | Buy |
357,477
+1,004
| +0.3% | +$104K | 0.44% | 58 |
|
|
2021
Q4 | $37.4M | Buy |
356,473
+4,745
| +1% | +$481K | 0.42% | 62 |
|
|
2021
Q3 | $34.5M | Sell |
351,728
-196
| -0.1% | -$20.3K | 0.41% | 62 |
|
|
2021
Q2 | $34.5M | Sell |
351,924
-2,907
| -0.8% | -$292K | 0.41% | 60 |
|
|
2021
Q1 | $34.1M | Sell |
354,831
-20,084
| -5% | -$1.83M | 0.45% | 64 |
|
|
2020
Q4 | $34.3M | Sell |
374,915
-23,610
| -6% | -$2.18M | 0.48% | 63 |
|
|
2020
Q3 | $32.9M | Sell |
398,525
-24,116
| -6% | -$1.99M | 0.51% | 54 |
|
|
2020
Q2 | $33.9M | Sell |
422,641
-14,100
| -3% | -$1.19M | 0.56% | 46 |
|
|
2020
Q1 | $36.5M | Buy |
436,741
+8,143
| +2% | +$748K | 0.66% | 41 |
|
|
2019
Q4 | $39.1M | Buy |
428,598
+1,017
| +0.2% | +$93.2K | 0.61% | 45 |
|
|
2019
Q3 | $41M | Sell |
427,581
-7,883
| -2% | -$717K | 0.69% | 36 |
|
|
2019
Q2 | $38.4M | Buy |
435,464
+730
| +0.2% | +$64.5K | 0.63% | 44 |
|
|
2019
Q1 | $39.1M | Sell |
434,734
-9,377
| -2% | -$827K | 0.67% | 44 |
|
|
2018
Q4 | $38.3M | Sell |
444,111
-38,374
| -8% | -$3.27M | 0.75% | 41 |
|
|
2018
Q3 | $38.6M | Sell |
482,485
-41,665
| -8% | -$3.37M | 0.7% | 46 |
|
|
2018
Q2 | $41.5M | Sell |
524,150
-91,809
| -15% | -$7.06M | 0.78% | 42 |
|
|
2018
Q1 | $47.7M | Sell |
615,959
-121,568
| -16% | -$9.4M | 0.93% | 34 |
|
|
2017
Q4 | $62M | Sell |
737,527
-55,436
| -7% | -$4.84M | 1.25% | 21 |
|
|
2017
Q3 | $66.5M | Sell |
792,963
-33,746
| -4% | -$2.89M | 1.45% | 14 |
|
|
2017
Q2 | $69.1M | Buy |
826,709
+16,726
| +2% | +$1.41M | 1.6% | 15 |
|
|
2017
Q1 | $66.4M | Buy |
809,983
+9,044
| +1% | +$719K | 1.67% | 13 |
|
|
2016
Q4 | $62.2M | Buy |
800,939
+54,437
| +7% | +$4.17M | 2.03% | 9 |
|
|
2016
Q3 | $59.8M | Buy |
746,502
+97,767
| +15% | +$8.1M | 1.73% | 12 |
|
|
2016
Q2 | $55.6M | Buy |
648,735
+90,545
| +16% | +$7.24M | 1.75% | 13 |
|
|
2016
Q1 | $45M | Buy |
558,190
+66,336
| +13% | +$5.02M | 1.55% | 11 |
|
|
2015
Q4 | $35.1M | Buy |
491,854
+176,919
| +56% | +$12.4M | 1.39% | 19 |
|
|
2015
Q3 | $22.7M | Buy |
314,935
+111,764
| +55% | +$8.09M | 0.96% | 31 |
|
|
2015
Q2 | $14.3M | Buy |
+203,171
| New | +$15.4M | 0.61% | 54 |
|
Other funds holding DUK
Morningstar Investment Services's DUK Position: Q1 2025 in Review
Morningstar Investment Services reduced its Duke Energy (DUK) stake by 55% in Q1 2025, selling an estimated $2.03M and leaving 14,339 shares worth $1.75M. The position accounts for 0.32% of the portfolio, ranked #73.
Morningstar Investment Services first reported a position in DUK in Q2 2015 and has held it in 40 quarters since. The position peaked at $76.5M in Q4 2023. 2,265 funds tracked by Wall St. Rank hold DUK as of Q1 2025.
- Morningstar Investment Services held 14,339 shares of Duke Energy worth $1.75M as of Q1 2025.
- Morningstar Investment Services sold 17,843 Duke Energy shares in Q1 2025, an estimated $2.03M.
- Duke Energy made up 0.32% of Morningstar Investment Services's portfolio in Q1 2025, its #73 holding.
- Morningstar Investment Services first reported a position in Duke Energy in Q2 2015 and has held it in 40 quarters since.
- Morningstar Investment Services's Duke Energy position peaked at $76.5M in Q4 2023.
- 2,265 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.
Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.