Morse Asset Management’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
Q2 | $177K | Hold |
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|
2025
Q1 | $183K | Hold |
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|
2024
Q4 | $162K | Hold |
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|
2024
Q3 | $173K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $290K | Hold |
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|
2020
Q4 | $275K | Hold |
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|
2020
Q3 | $266K | Hold |
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|
2020
Q2 | $240K | Hold |
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|
2020
Q1 | $243K | Hold |
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|
2019
Q4 | $274K | Hold |
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|
2019
Q3 | $288K | Sell |
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|
2019
Q2 | $353K | Hold |
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|
2019
Q1 | $360K | Hold |
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|
2018
Q4 | $345K | Hold |
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|
2018
Q3 | $320K | Hold |
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|
2018
Q2 | $316K | Hold |
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|
2018
Q1 | $310K | Hold |
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|
2017
Q4 | $336K | Hold |
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|
2017
Q3 | $336K | Buy |
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|
2017
Q2 | $251K | Hold |
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|
2017
Q1 | $246K | Buy |
|