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

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