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CVFG LLC’s Duke Energy DUK Stock Holding History

CVFG LLC’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 		$379K Sell
3,216
-34
-1% -$4.01K 0.3% 68
2025
Q1 		$396K Buy
3,250
+186
+6% +$22.7K 0.36% 60
2024
Q4 		$330K Buy
+3,064
New +$330K 0.3% 66