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McElhenny Sheffield Capital Management’s Duke Energy DUK Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-666
Closed -$68.6K – 217
2022
Q4 		$68.6K Buy
+666
New +$68.6K 0.03% 153