Roberts, Glore & Co’s Duke Energy DUK Stock Holding History

Roberts, Glore & Co’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	$574K	Sell
2025 Q1	$601K	Buy
2024 Q4	$522K	Hold
2024 Q3	$558K	Buy
2024 Q2	$485K	Hold
2024 Q1	$468K	Buy