PIA
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Perennial Investment Advisors’s Duke Energy DUK Stock Holding History

Perennial Investment Advisors’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 		$252K Sell
2,136
-96
-4% -$11.3K 0.02% 388
2025
Q1 		$272K Buy
2,232
+129
+6% +$15.7K 0.03% 335
2024
Q4 		$227K Buy
2,103
+265
+14% +$28.5K 0.03% 359
2024
Q3 		$212K Buy
+1,838
New +$212K 0.03% 351