MOSELEY INVESTMENT MANAGEMENT INC

Position in DUK — Duke Energy CORP

CIK 906396 BRADENTON, FL

Position in DUK

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$1,338,075

+$195,395 QoQ

Shares Held

10,219

+4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

MOSELEY INVESTMENT MANAGEMENT INC holds $5,563,650 across 2 Utilities - Regulated Electric names. DUK ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc	45,495	$4,225,575
2	DUK	Duke Energy CORP This page	10,219	$1,338,075

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,338,075	10,219	+4.8%	Shares	Sole	2026-04-21
2025-12-31	$1,142,680	9,749	+423.6%	Shares	Sole	2026-01-20
2025-09-30	$230,422	1,862	+6.5%	Shares	Sole	2025-10-27
2025-06-30	$206,264	1,748	+0.3%	Shares	Sole	2025-07-24
2025-03-31	$212,593	1,743	-0.7%	Shares	Sole	2025-04-15
2024-09-30	$202,351	1,755	-21.7%	Shares	Sole	2024-10-16
2022-06-30	$240,364	2,242	+0.9%	Shares	Sole	2022-07-15
2022-03-31	$247,996	2,221	-2.2%	Shares	Sole	2022-04-21
2021-12-31	$238,227	2,271	-6.0%	Shares	Sole	2022-01-25
2021-09-30	$235,875	2,417	-7.5%	Shares	Sole	2021-10-27
2021-06-30	$258,054	2,614	-3.7%	Shares	Sole	2021-08-11
2021-03-31	$261,982	2,714	-10.9%	Shares	Sole	2021-04-19
2020-12-31	$278,983	3,047	-18.0%	Shares	Sole	2021-01-26
2020-09-30	$329,088	3,716	-3.7%	Shares	Sole	2020-11-04
2020-06-30	$308,375	3,860	+4.0%	Shares	Sole	2020-07-24
2020-03-31	$300,226	3,712	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.