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Kagan Cocozza Asset Management’s Duke Energy DUK Stock Holding History

Kagan Cocozza Asset Management’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 		$224K Sell
1,898
-10
-0.5% -$1.18K 0.17% 59
2025
Q1 		$233K Sell
1,908
-60
-3% -$7.32K 0.19% 59
2024
Q4 		$212K Buy
+1,968
New +$212K 0.18% 63