Fortis Capital Advisors’s Duke Energy DUK Stock Holding History

Fortis Capital 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	$243K	Sell
2025 Q2	$292K	Buy
2025 Q1	$299K	Buy
2024 Q4	$246K	Buy
2024 Q3	$239K	Buy
2023 Q2	–	Sell
2023 Q1	$21.9K	Buy
2022 Q4	$19.8K	Buy