McDaniel Terry & Co’s Duke Energy DUK Stock Holding History

McDaniel Terry & Co’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	$758K	Buy
2025 Q2	$719K	Sell
2025 Q1	$746K	Hold
2024 Q4	$659K	Buy
2024 Q3	$416K	Buy
2024 Q2	$359K	Buy