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Raab & Moskowitz Asset Management’s Duke Energy DUK Stock Holding History

Raab & Moskowitz Asset 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 		$553K Buy
4,226
+1,471
+53% +$184K 0.12% 125
2025
Q4 		$323K Hold
2,755
– – 0.07% 163
2025
Q3 		$341K Sell
2,755
-139
-5% -$16.9K 0.08% 159
2025
Q2 		$342K Buy
2,894
+100
+4% +$11.8K 0.08% 155
2025
Q1 		$341K Hold
2,794
– – 0.09% 150
2024
Q4 		$301K Hold
2,794
– – 0.07% 153
2024
Q3 		$322K Buy
2,794
+307
+12% +$34.2K 0.08% 150
2024
Q2 		$249K Sell
2,487
-1,674
-40% -$167K 0.07% 154
2024
Q1 		$402K Buy
4,161
+79
+2% +$7.5K 0.11% 131
2023
Q4 		$396K Buy
4,082
+1,674
+70% +$152K 0.13% 124
2023
Q3 		$213K Sell
2,408
-1,705
-41% -$156K 0.07% 155
2023
Q2 		$369K Buy
4,113
+31
+0.8% +$2.93K 0.13% 122
2023
Q1 		$394K Hold
4,082
– – 0.14% 122
2022
Q4 		$420K Buy
4,082
+324
+9% +$31.1K 0.16% 120
2022
Q3 		$349K Hold
3,758
– – 0.15% 125
2022
Q2 		$402K Hold
3,758
– – 0.16% 123
2022
Q1 		$419K Buy
3,758
+29
+0.8% +$3.01K 0.14% 126
2021
Q4 		$391K Hold
3,729
– – 0.13% 122
2021
Q3 		$364K Hold
3,729
– – 0.13% 123
2021
Q2 		$368K Hold
3,729
– – 0.13% 119
2021
Q1 		$359K Hold
3,729
– – 0.14% 113
2020
Q4 		$341K Sell
3,729
-186
-5% -$17.2K 0.14% 116
2020
Q3 		$346K Sell
3,915
-17
-0.4% -$1.4K 0.16% 108
2020
Q2 		$314K Sell
3,932
-83
-2% -$7.01K 0.15% 113
2020
Q1 		$324K Buy
4,015
+25
+0.6% +$2.3K 0.18% 112
2019
Q4 		$363K Hold
3,990
– – 0.14% 123
2019
Q3 		$382K Hold
3,990
– – 0.17% 119
2019
Q2 		$352K Sell
3,990
-80
-2% -$7.07K 0.16% 124
2019
Q1 		$366K Buy
4,070
+50
+1% +$4.41K 0.17% 119
2018
Q4 		$346K Hold
4,020
– – 0.17% 120
2018
Q3 		$321K Hold
4,020
– – 0.13% 128
2018
Q2 		$317K Sell
4,020
-61
-1% -$4.69K 0.15% 122
2018
Q1 		$316K Sell
4,081
-291
-7% -$22.5K 0.16% 121
2017
Q4 		$367K Sell
4,372
-331
-7% -$28.9K 0.18% 117
2017
Q3 		$415K Sell
4,703
-40
-0.8% -$3.42K 0.2% 111
2017
Q2 		$409K Sell
4,743
-88
-2% -$7.4K 0.2% 108
2017
Q1 		$396K Buy
4,831
+148
+3% +$11.8K 0.21% 108
2016
Q4 		$363K Hold
4,683
– – 0.2% 110
2016
Q3 		$374K Hold
4,683
– – 0.21% 103
2016
Q2 		$401K Buy
4,683
+811
+21% +$64.8K 0.23% 94
2016
Q1 		$312K Hold
3,872
– – 0.19% 107
2015
Q4 		$276K Buy
+3,872
New +$272K 0.16% 106
2015
Q1 		– Sell
-1,304
Closed -$109K – 179
2014
Q4 		$109K Sell
1,304
-3,165
-71% -$255K 0.06% 136
2014
Q3 		$334K Sell
4,469
-3,822
-46% -$279K 0.16% 119
2014
Q2 		$615K Sell
8,291
-247
-3% -$17.8K 0.29% 94
2014
Q1 		$608K Sell
8,538
-5,182
-38% -$361K 0.34% 93
2013
Q4 		$947K Buy
+13,720
New +$960K 0.54% 68

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

Raab & Moskowitz Asset Management's DUK Position: Q1 2026 in Review

Raab & Moskowitz Asset Management increased its Duke Energy (DUK) stake by 53% in Q1 2026, buying an estimated $184K and bringing the position to 4,226 shares worth $553K. The position accounts for 0.12% of the portfolio, ranked #125.

Raab & Moskowitz Asset Management first reported a position in DUK in Q4 2013 and has held it in 47 quarters since. The position peaked at $947K in Q4 2013. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Raab & Moskowitz Asset Management held 4,226 shares of Duke Energy worth $553K as of Q1 2026.
  • Raab & Moskowitz Asset Management bought 1,471 Duke Energy shares in Q1 2026, an estimated $184K.
  • Duke Energy made up 0.12% of Raab & Moskowitz Asset Management's portfolio in Q1 2026, its #125 holding.
  • Raab & Moskowitz Asset Management first reported a position in Duke Energy in Q4 2013 and has held it in 47 quarters since.
  • Raab & Moskowitz Asset Management's Duke Energy position peaked at $947K in Q4 2013.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2026, filed 21 May 2026.