Concord Asset Management (Virginia)’s Duke Energy DUK Stock Holding History

Concord Asset Management (Virginia)’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	$2.67M	Buy
2025 Q1	$2.12M	Buy
2024 Q4	$575K	Buy
2024 Q3	$555K	Buy
2024 Q2	$465K	Sell
2024 Q1	$477K	Sell
2023 Q4	$482K	Buy
2023 Q3	$221K	Buy