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Smith Asset Management’s Duke Energy DUK Stock Holding History

Smith Asset Management’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
Q1 		$429K Sell
3,516
-120
-3% -$14.6K 0.4% 48
2024
Q4 		$392K Buy
+3,636
New +$392K 0.38% 51