RP
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Rice Partnership’s Duke Energy DUK Stock Holding History

Rice Partnership’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 		$3.49M Buy
29,569
+8,393
+40% +$990K 0.61% 40
2025
Q1 		$2.58M Buy
+21,176
New +$2.58M 0.53% 40