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Montag & Caldwell’s Duke Energy DUK Stock Holding History

Montag & Caldwell’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 		$38.9K Hold
330
– – 0.01% 104
2025
Q1 		$40.3K Hold
330
– – 0.01% 102
2024
Q4 		$35.6K Buy
+330
New +$35.6K 0.01% 109