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MOSELEY INVESTMENT MANAGEMENT INC: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOSELEY INVESTMENT MANAGEMENT INC on DUK, newest first. How the timeline and the estimate are built.

MOSELEY INVESTMENT MANAGEMENT INC held 10,219 DUK shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 10,219 shares
    Change vs previous 13F +470 shares

    0.43% of the 13F portfolio, value $1,338,042.

    13F-HR 0000906396-26-000002 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 9,749 shares
    Change vs previous 13F +7,887 shares

    0.35% of the 13F portfolio, value $1,142,685.

    13F-HR 0000906396-26-000001 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 1,862 shares
    Change vs previous 13F +114 shares

    0.07% of the 13F portfolio, value $230,482.

    13F-HR 0000906396-25-000006 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 1,748 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $206,265.

    13F-HR 0000906396-25-000005 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 1,743 shares
    Change vs previous 13F +1,743 shares

    0.08% of the 13F portfolio, value $212,534.

    13F-HR 0000906396-25-000004 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,755 shares

    13F-HR 0000906396-25-000001 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 1,755 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $202,294.

    13F-HR 0000906396-24-000004 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).