Apella Capital’s Duke Energy DUK Stock Holding History

Apella Capital’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
2025 Q3	$683K	Buy
2025 Q2	$612K	Buy
2025 Q1	$583K	Sell
2024 Q4	$545K	Buy
2024 Q3	$373K	Buy
2024 Q2	$318K	Buy
2024 Q1	$226K	Sell
2023 Q4	$264K	Buy
2023 Q3	$204K	Buy
2023 Q2	$206K	Buy
2022 Q4	$205K	Buy