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Guardian Partners’s Duke Energy DUK Stock Holding History

Guardian Partners’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
Q2 		$14.5M Sell
123,782
-1,227
-1% -$144K 1.3% 22
2025
Q1 		$15.2M Sell
125,009
-27
-0% -$3.28K 1.57% 16
2024
Q4 		$13.5M Buy
+125,036
New +$13.5M 1.38% 21