KPP Advisory Services’s Duke Energy DUK Stock Holding History

KPP Advisory Services’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	$540K	Sell
2025 Q2	$588K	Hold
2025 Q1	$608K	Buy
2024 Q4	$455K	Buy
2024 Q3	$410K	Buy
2024 Q2	$339K	Buy
2024 Q1	$300K	Sell
2023 Q4	$338K	Sell
2023 Q3	$318K	Buy