American Trust’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
$202K Buy
2023
Q3
Sell
2023
Q2
$267K Sell
2023
Q1
$302K Buy
2022
Q4
$312K Buy
2022
Q3
$223K Sell
2022
Q2
$265K Buy