HFR Wealth Management’s Duke Energy DUK Stock Holding History

HFR Wealth Management’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.8M	Buy
2023 Q1	–	Sell
2022 Q4	$208K	Buy
2022 Q3	–	Sell
2022 Q2	$217K	Hold
2022 Q1	$226K	Sell
2021 Q4	$230K	Hold
2021 Q3	$214K	Hold
2021 Q2	$216K	Buy