Novus Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,870
Closed -$594K 90
2025
Q1
$594K Sell
4,870
-113
-2% -$13.8K 0.6% 49
2024
Q4
$537K Buy
+4,983
New +$537K 0.53% 50