Pine Harbor Wealth Management’s Duke Energy DUK Stock Holding History

Pine Harbor Wealth Management’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	$382K	Buy
2025 Q1	$395K	Buy
2024 Q4	$348K	Sell
2024 Q3	$398K	Buy
2024 Q2	$346K	Buy
2024 Q1	$314K	Hold
2023 Q4	$315K	Buy