Oxford Financial Group’s Duke Energy DUK Stock Holding History

Oxford Financial Group’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 Q2	–	Sell
2025 Q1	$204K	Buy
2024 Q4	–	Sell
2024 Q3	$240K	Sell
2024 Q2	$289K	Buy
2022 Q3	–	Sell
2022 Q2	$218K	Buy
2022 Q1	$216K	Hold
2021 Q4	$203K	Buy