Asset Allocation & Management Company’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Hold
2,775
0.15% 68
2025
Q1
$338K Hold
2,775
0.17% 63
2024
Q4
$299K Buy
+2,775
New +$299K 0.16% 63