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Private Client Services’s Duke Energy DUK Stock Holding History

Private Client Services’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
Q1 		– Sell
-1,857
Closed -$200K – 191
2024
Q4 		$200K Sell
1,857
-311
-14% -$33.5K 0.11% 185
2024
Q3 		$250K Buy
+2,168
New +$250K 0.13% 143