Concurrent Investment Advisors’s Duke Energy DUK Stock Holding History

Concurrent Investment Advisors’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	$6.31M	Sell
2025 Q2	$6.03M	Buy
2025 Q1	$5.53M	Buy
2024 Q4	$4.57M	Sell
2024 Q3	$4.9M	Buy
2024 Q2	$3.99M	Buy
2024 Q1	$2.43M	Sell
2023 Q4	$2.66M	Buy