MAWA
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Moss Adams Wealth Advisors’s Duke Energy DUK Stock Holding History

Moss Adams Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$355K Buy
3,011
+152
+5% +$17.9K 0.03% 172
2025
Q1 		$349K Buy
2,859
+764
+36% +$93.2K 0.04% 154
2024
Q4 		$226K Buy
2,095
+290
+16% +$31.2K 0.02% 182
2024
Q3 		$208K Buy
+1,805
New +$208K 0.02% 191