LGT Financial Advisors’s Duke Energy DUK Stock Holding History

LGT Financial 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 Q2	$85.8K	Buy
2025 Q1	$87.9K	Buy
2024 Q4	$76.9K	Buy
2024 Q3	$81.6K	Sell
2024 Q2	$134K	Buy
2024 Q1	$128K	Buy
2023 Q4	$127K	Buy
2023 Q3	$115K	Sell
2023 Q2	$784K	Buy
2023 Q1	$401K	Buy