Fiduciary Financial Group’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Buy
3,070
+220
+8% +$26.2K 0.07% 187
2025
Q1
$333K Buy
2,850
+102
+4% +$11.9K 0.07% 169
2024
Q4
$291K Buy
+2,748
New +$291K 0.06% 199