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Harold Davidson & Associates’s Duke Energy DUK Stock Holding History

Harold Davidson & Associates’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 		$349K Sell
2,956
-575
-16% -$67.9K 0.23% 51
2025
Q1 		$431K Buy
3,531
+520
+17% +$63.4K 0.24% 47
2024
Q4 		$324K Buy
+3,011
New +$324K 0.16% 60