Hamilton Point Investment Advisors’s Duke Energy DUK Stock Holding History

Hamilton Point Investment 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	$320K	Buy
2025 Q2	$305K	Buy
2025 Q1	$311K	Buy
2024 Q4	$269K	Buy
2024 Q1	–	Sell
2023 Q4	$483K	Buy