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Safe Harbor Fiduciary’s Duke Energy DUK Stock Holding History

Safe Harbor Fiduciary’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 		$79.4K Sell
673
-845
-56% -$99.7K 0.07% 100
2025
Q1 		$185K Hold
1,518
– – 0.19% 72
2024
Q4 		$164K Hold
1,518
– – 0.17% 71
2024
Q3 		$175K Buy
+1,518
New +$175K 0.16% 71