OneAscent Financial Services’s Duke Energy DUK Stock Holding History

OneAscent Financial Services’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$562K	Sell
2025 Q2	$1.18M	Buy
2025 Q1	$936K	Buy
2024 Q4	$832K	Buy
2024 Q3	$709K	Sell
2024 Q2	$751K	Buy
2024 Q1	$670K	Sell
2023 Q4	$694K	Buy