Southeast Asset Advisors’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
$580K Buy
4,917
+42
+0.9% +$4.96K 0.07% 118
2025
Q1
$595K Buy
+4,875
New +$595K 0.07% 113