Rossby Financial’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Sell
1,292
-206
-14% -$24.3K 0.06% 298
2025
Q1
$180K Sell
1,498
-370
-20% -$44.3K 0.08% 243
2024
Q4
$201K Buy
+1,868
New +$201K 0.12% 191