Moseley Investment 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
Q3 | $230K | Buy |
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|
2025
Q2 | $206K | Buy |
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|
2025
Q1 | $213K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $238K | Sell |
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|
2021
Q3 | $238K | Sell |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $262K | Sell |
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|
2020
Q4 | $279K | Sell |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $308K | Buy |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $313K | Sell |
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|
2019
Q3 | $348K | Sell |
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|
2019
Q2 | $323K | Buy |
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|
2019
Q1 | $276K | Buy |
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