Kestra Investment Management’s Duke Energy DUK Stock Holding History

Kestra Investment 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	–	Sell
2025 Q4	$238K	Sell
2025 Q3	$258K	Sell
2025 Q2	$257K	Buy
2025 Q1	–	Sell
2024 Q4	$209K	Buy
2024 Q3	$210K	Buy