Forum Financial Management’s Duke Energy DUK Stock Holding History

Forum Financial Management’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	$346K	Sell
2025 Q2	$333K	Buy
2025 Q1	$251K	Buy
2024 Q4	$222K	Buy
2024 Q1	–	Sell
2023 Q4	$215K	Sell
2023 Q3	$218K	Sell
2023 Q2	$224K	Buy