Holistic Financial Partners’s Duke Energy DUK Stock Holding History

Holistic Financial Partners’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 Q2	$394K	Buy
2025 Q1	$397K	Buy
2018 Q2	–	Sell
2018 Q1	$17K	Hold
2017 Q4	$19K	Buy