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Moseley Investment Management’s Duke Energy DUK Stock Holding History

Moseley Investment Management’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.34M Buy
10,219
+470
+5% +$58.8K 0.43% 53
2025
Q4 		$1.14M Buy
9,749
+7,887
+424% +$963K 0.35% 57
2025
Q3 		$230K Buy
1,862
+114
+7% +$13.8K 0.07% 160
2025
Q2 		$206K Buy
1,748
+5
+0.3% +$590 0.07% 158
2025
Q1 		$213K Buy
+1,743
New +$199K 0.08% 145
2024
Q4 		– Sell
-1,755
Closed -$202K – 153
2024
Q3 		$202K Buy
+1,755
New +$195K 0.08% 148
2022
Q3 		– Sell
-2,242
Closed -$240K – 147
2022
Q2 		$240K Buy
2,242
+21
+0.9% +$2.31K 0.17% 131
2022
Q1 		$248K Sell
2,221
-50
-2% -$5.19K 0.13% 153
2021
Q4 		$238K Sell
2,271
-146
-6% -$14.8K 0.11% 164
2021
Q3 		$238K Sell
2,417
-197
-8% -$20.4K 0.12% 158
2021
Q2 		$258K Sell
2,614
-100
-4% -$10K 0.13% 153
2021
Q1 		$262K Sell
2,714
-333
-11% -$30.4K 0.15% 144
2020
Q4 		$279K Sell
3,047
-669
-18% -$61.9K 0.16% 123
2020
Q3 		$329K Sell
3,716
-144
-4% -$11.9K 0.23% 98
2020
Q2 		$308K Buy
3,860
+148
+4% +$12.5K 0.26% 99
2020
Q1 		$300K Buy
3,712
+283
+8% +$26K 0.35% 79
2019
Q4 		$313K Sell
3,429
-197
-5% -$18.1K 0.31% 94
2019
Q3 		$348K Sell
3,626
-33
-0.9% -$3K 0.37% 81
2019
Q2 		$323K Buy
3,659
+592
+19% +$52.3K 0.3% 94
2019
Q1 		$276K Buy
+3,067
New +$270K 0.29% 97

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moseley Investment Management's DUK Position: Q1 2026 in Review

Moseley Investment Management increased its Duke Energy (DUK) stake by 4.8% in Q1 2026, buying an estimated $58.8K and bringing the position to 10,219 shares worth $1.34M. The position accounts for 0.43% of the portfolio, ranked #53.

Moseley Investment Management first reported a position in DUK in Q1 2019 and has held it in 20 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Moseley Investment Management held 10,219 shares of Duke Energy worth $1.34M as of Q1 2026.
  • Moseley Investment Management bought 470 Duke Energy shares in Q1 2026, an estimated $58.8K.
  • Duke Energy made up 0.43% of Moseley Investment Management's portfolio in Q1 2026, its #53 holding.
  • Moseley Investment Management first reported a position in Duke Energy in Q1 2019 and has held it in 20 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.