Gratus Wealth Advisors’s Duke Energy DUK Stock Holding History

Gratus Wealth 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 Q2	$1.01M	Sell
2025 Q1	$1.06M	Sell
2024 Q4	$957K	Sell
2024 Q3	$986K	Sell
2024 Q2	$1.04M	Sell
2024 Q1	$933K	Buy
2023 Q4	$884K	Buy