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Holcombe Financial’s Duke Energy DUK Stock Holding History

Holcombe Financial’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 		$337K Hold
2,853
– – 0.25% 30
2025
Q1 		$348K Hold
2,853
– – 0.29% 28
2024
Q4 		$307K Buy
+2,853
New +$307K 0.25% 26