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Essential Planning’s Duke Energy DUK Stock Holding History

Essential Planning’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
Q1 		– Sell
-15,850
Closed -$1.81M – 136
2024
Q4 		$1.81M Buy
+15,850
New +$1.81M 0.01% 199