Moseley Investment 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 | $206K | Buy |
1,748
+5
| +0.3% | +$590 | 0.07% | 158 |
|
|
2025
Q1 | $213K | Buy |
+1,743
| New | +$213K | 0.08% | 145 |
|
|
2024
Q4 | – | Sell |
-1,755
| Closed | -$202K | – | 153 |
|
|
2024
Q3 | $202K | Buy |
+1,755
| New | +$202K | 0.08% | 148 |
|
|
2022
Q3 | – | Sell |
-2,242
| Closed | -$240K | – | 147 |
|
|
2022
Q2 | $240K | Buy |
2,242
+21
| +0.9% | +$2.25K | 0.17% | 131 |
|
|
2022
Q1 | $248K | Sell |
2,221
-50
| -2% | -$5.58K | 0.13% | 153 |
|
|
2021
Q4 | $238K | Sell |
2,271
-146
| -6% | -$15.3K | 0.11% | 163 |
|
|
2021
Q3 | $238K | Sell |
2,417
-197
| -8% | -$19.4K | 0.12% | 158 |
|
|
2021
Q2 | $258K | Sell |
2,614
-100
| -4% | -$9.87K | 0.13% | 153 |
|
|
2021
Q1 | $262K | Sell |
2,714
-333
| -11% | -$32.1K | 0.15% | 144 |
|
|
2020
Q4 | $279K | Sell |
3,047
-669
| -18% | -$61.3K | 0.16% | 123 |
|
|
2020
Q3 | $329K | Sell |
3,716
-144
| -4% | -$12.7K | 0.23% | 98 |
|
|
2020
Q2 | $308K | Buy |
3,860
+148
| +4% | +$11.8K | 0.26% | 99 |
|
|
2020
Q1 | $300K | Buy |
3,712
+283
| +8% | +$22.9K | 0.35% | 79 |
|
|
2019
Q4 | $313K | Sell |
3,429
-197
| -5% | -$18K | 0.31% | 94 |
|
|
2019
Q3 | $348K | Sell |
3,626
-33
| -0.9% | -$3.17K | 0.37% | 81 |
|
|
2019
Q2 | $323K | Buy |
3,659
+592
| +19% | +$52.3K | 0.3% | 94 |
|
|
2019
Q1 | $276K | Buy |
+3,067
| New | +$276K | 0.29% | 97 |
|