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Live Oak Investment Partners’s Duke Energy DUK Stock Holding History

Live Oak Investment Partners’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$353K Sell
2,990
-188
-6% -$22.2K 0.27% 69
2025
Q1 		$388K Buy
+3,178
New +$388K 0.31% 66
2024
Q4 		– Hold
0
– – – 71