Advanced Asset Management Advisors’s Duke Energy DUK Stock Holding History

Advanced Asset Management Advisors’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.53M	Hold
2025 Q4	$2.27M	Hold
2025 Q3	$2.39M	Hold
2025 Q2	$2.28M	Hold
2025 Q1	$2.36M	Hold
2024 Q4	$2.08M	Hold
2024 Q3	$1.94M	Hold
2024 Q2	$1.94M	Buy
2023 Q1	–	Sell
2022 Q4	$39.8K	Buy