LifePlan Financial’s Duke Energy DUK Stock Holding History

LifePlan Financial’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	$1.18M	Buy
2025 Q1	$1.16M	Buy
2024 Q4	$859K	Buy
2024 Q3	$718K	Buy
2024 Q2	$579K	Buy
2024 Q1	$532K	Sell
2023 Q4	$546K	Buy