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Persium Advisors’s Duke Energy DUK Stock Holding History

Persium 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 		$752K Buy
6,371
+298
+5% +$35.2K 0.62% 20
2025
Q1 		$741K Buy
6,073
+159
+3% +$19.4K 0.7% 14
2024
Q4 		$637K Buy
+5,914
New +$637K 0.63% 24