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Claris Financial’s Duke Energy DUK Stock Holding History

Claris Financial’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$637K Sell
5,397
-1,287
-19% -$152K 0.48% 62
2025
Q1 		$720K Hold
6,684
– – 0.47% 50
2024
Q4 		$720K Buy
+6,684
New +$720K 0.47% 50