Raab & Moskowitz 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
Q3 | $341K | Sell |
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|
2025
Q2 | $342K | Buy |
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|
2025
Q1 | $341K | Hold |
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|
2024
Q4 | $301K | Hold |
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|
2024
Q3 | $322K | Buy |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $402K | Buy |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $213K | Sell |
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|
2023
Q2 | $369K | Buy |
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|
2023
Q1 | $394K | Hold |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $349K | Hold |
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|
2022
Q2 | $402K | Hold |
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|
2022
Q1 | $419K | Buy |
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|
2021
Q4 | $391K | Hold |
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|
2021
Q3 | $364K | Hold |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $359K | Hold |
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|
2020
Q4 | $341K | Sell |
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|
2020
Q3 | $346K | Sell |
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|
2020
Q2 | $314K | Sell |
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|
2020
Q1 | $324K | Buy |
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|
2019
Q4 | $363K | Hold |
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|
2019
Q3 | $382K | Hold |
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|
2019
Q2 | $352K | Sell |
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|
2019
Q1 | $366K | Buy |
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|
2018
Q4 | $346K | Hold |
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|
2018
Q3 | $321K | Hold |
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|
2018
Q2 | $317K | Sell |
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|
2018
Q1 | $316K | Sell |
|
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|
2017
Q4 | $367K | Sell |
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|
2017
Q3 | $415K | Sell |
|
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|
2017
Q2 | $409K | Sell |
|
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|
2017
Q1 | $396K | Buy |
|
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|
2016
Q4 | $363K | Hold |
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|
2016
Q3 | $374K | Hold |
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|
2016
Q2 | $401K | Buy |
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|
2016
Q1 | $312K | Hold |
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|
2015
Q4 | $276K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $109K | Sell |
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|
2014
Q3 | $334K | Sell |
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|
2014
Q2 | $615K | Sell |
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|
2014
Q1 | $608K | Sell |
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|
2013
Q4 | $947K | Buy |
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