Morse Asset 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
Q2 | $177K | Hold |
1,500
| – | – | 0.04% | 158 |
|
|
2025
Q1 | $183K | Hold |
1,500
| – | – | 0.05% | 147 |
|
|
2024
Q4 | $162K | Hold |
1,500
| – | – | 0.04% | 155 |
|
|
2024
Q3 | $173K | Buy |
+1,500
| New | +$173K | 0.04% | 178 |
|
|
2021
Q2 | – | Sell |
-3,000
| Closed | -$290K | – | 164 |
|
|
2021
Q1 | $290K | Hold |
3,000
| – | – | 0.07% | 136 |
|
|
2020
Q4 | $275K | Hold |
3,000
| – | – | 0.08% | 124 |
|
|
2020
Q3 | $266K | Hold |
3,000
| – | – | 0.09% | 116 |
|
|
2020
Q2 | $240K | Hold |
3,000
| – | – | 0.09% | 109 |
|
|
2020
Q1 | $243K | Hold |
3,000
| – | – | 0.12% | 97 |
|
|
2019
Q4 | $274K | Hold |
3,000
| – | – | 0.09% | 114 |
|
|
2019
Q3 | $288K | Sell |
3,000
-999
| -25% | -$95.9K | 0.11% | 106 |
|
|
2019
Q2 | $353K | Hold |
3,999
| – | – | 0.1% | 108 |
|
|
2019
Q1 | $360K | Hold |
3,999
| – | – | 0.11% | 106 |
|
|
2018
Q4 | $345K | Hold |
3,999
| – | – | 0.12% | 100 |
|
|
2018
Q3 | $320K | Hold |
3,999
| – | – | 0.08% | 110 |
|
|
2018
Q2 | $316K | Hold |
3,999
| – | – | 0.09% | 115 |
|
|
2018
Q1 | $310K | Hold |
3,999
| – | – | 0.09% | 121 |
|
|
2017
Q4 | $336K | Hold |
3,999
| – | – | 0.09% | 110 |
|
|
2017
Q3 | $336K | Buy |
3,999
+999
| +33% | +$83.9K | 0.1% | 109 |
|
|
2017
Q2 | $251K | Hold |
3,000
| – | – | 0.08% | 114 |
|
|
2017
Q1 | $246K | Buy |
+3,000
| New | +$246K | 0.08% | 118 |
|