Catalyst Financial Partners’s Duke Energy DUK Stock Holding History

Catalyst Financial Partners’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 Q2	$624K	Buy
2025 Q1	$621K	Buy
2024 Q4	$539K	Sell
2024 Q3	$618K	Buy
2024 Q2	$436K	Buy
2024 Q1	$390K	Buy
2023 Q4	$386K	Sell
2023 Q3	$355K	Buy
2023 Q2	$281K	Buy
2023 Q1	$301K	Buy
2022 Q4	$278K	Buy