Key Client Fiduciary Advisors’s Duke Energy DUK Stock Holding History

Key Client Fiduciary Advisors’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
2025 Q4	–	Sell
2025 Q3	$212K	Buy
2025 Q2	$202K	Hold
2025 Q1	$209K	Sell
2024 Q4	$208K	Buy