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Ellsworth Advisors’s Duke Energy DUK Stock Holding History

Ellsworth Advisors’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 		$5.86M Sell
49,698
-281
-0.6% -$33.2K 1.43% 24
2025
Q1 		$6.1M Buy
49,979
+561
+1% +$68.4K 1.6% 15
2024
Q4 		$5.32M Buy
+49,418
New +$5.32M 1.4% 23