Planned Solutions’s Duke Energy DUK Stock Holding History

Planned Solutions’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 Q3	$229K	Hold
2025 Q2	$219K	Hold
2025 Q1	$226K	Buy
2024 Q4	–	Sell
2024 Q3	$214K	Buy
2024 Q1	–	Sell
2023 Q4	$130K	Buy
2021 Q1	–	Sell
2020 Q4	$68K	Hold
2020 Q3	$65K	Buy