SC&H Financial Advisors’s Duke Energy DUK Stock Holding History

SC&H Financial Advisors’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	–	Sell
2025 Q1	$201K	Buy
2023 Q3	–	Sell
2023 Q2	$207K	Sell
2023 Q1	$225K	Buy
2022 Q4	$234K	Sell
2022 Q3	$229K	Hold
2022 Q2	$264K	Sell
2022 Q1	$338K	Hold
2021 Q4	$317K	Buy