Pathstone Holdings’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.4M Buy
2025
Q1
$12.3M Buy
2024
Q4
$10.2M Buy
2024
Q3
$10.7M Buy
2024
Q2
$8.49M Buy
2024
Q1
$7.41M Sell
2023
Q4
$7.46M Buy