Legacy Private Trust’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
2,025
-175
-8% -$20.7K 0.02% 232
2025
Q1
$268K Buy
+2,200
New +$268K 0.02% 223