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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$202K Hold
1,715
0.08% 192
2025
Q1
$209K Sell
1,715
-212
-11% -$25.9K 0.1% 176
2024
Q4
$208K Buy
+1,927
New +$208K 0.09% 176