SRH Advisors’s Duke Energy DUK Stock Holding History

SRH Advisors’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	$20.7K	Hold	175	–	–	0.01%	167
2025 Q1	$21.3K	Hold	175	–	–	0.01%	164
2024 Q4	$18.9K	Hold	175	–	–	0.01%	177
2024 Q3	$20.2K	Hold	175	–	–	0.01%	174
2024 Q2	$17.5K	Hold	175	–	–	0.01%	180
2024 Q1	$16.9K	Hold	175	–	–	0.01%	181
2023 Q4	$17K	Hold	175	–	–	0.01%	172
2023 Q3	$15.4K	Hold	175	–	–	0.01%	167
2023 Q2	$16.9K	Hold	175	–	–	0.01%	164
2023 Q1	$17K	Hold	175	–	–	0.01%	164
2022 Q4	$18K	Hold	175	–	–	0.01%	159
2022 Q3	$16K	Hold	175	–	–	0.02%	176
2022 Q2	$19K	Hold	175	–	–	0.02%	167
2022 Q1	$20K	Hold	175	–	–	0.02%	175
2021 Q4	$18K	Hold	175	–	–	0.02%	185
2021 Q3	$17K	Hold	175	–	–	0.02%	184
2021 Q2	$17K	Hold	175	–	–	0.02%	182
2021 Q1	$17K	Hold	175	–	–	0.02%	173
2020 Q4	$16K	Sell	175 -75	-30%	-$6.86K	0.03%	173
2020 Q3	$22K	Hold	250	–	–	0.04%	137
2020 Q2	$20K	Sell	250 -259	-51%	-$20.7K	0.05%	124
2020 Q1	$41K	Hold	509	–	–	0.11%	85
2019 Q4	$46K	Hold	509	–	–	0.15%	84
2019 Q3	$49K	Hold	509	–	–	0.17%	80
2019 Q2	$45K	Hold	509	–	–	0.15%	83
2019 Q1	$46K	Hold	509	–	–	0.16%	82
2018 Q4	$44K	Hold	509	–	–	0.17%	83
2018 Q3	$41K	Hold	509	–	–	0.14%	93
2018 Q2	$40K	Hold	509	–	–	0.15%	94
2018 Q1	$39K	Hold	509	–	–	0.15%	87
2017 Q4	$43K	Hold	509	–	–	0.17%	81
2017 Q3	$43K	Buy	509 +409	+409%	+$34.6K	0.18%	80
2017 Q2	$8K	Hold	100	–	–	0.04%	128
2017 Q1	$8K	Hold	100	–	–	0.04%	127
2016 Q4	$8K	Hold	100	–	–	0.04%	125
2016 Q3	$8K	Hold	100	–	–	0.04%	119
2016 Q2	$9K	Hold	100	–	–	0.05%	113
2016 Q1	$8K	Hold	100	–	–	0.04%	124
2015 Q4	$7K	Hold	100	–	–	0.04%	124
2015 Q3	$7K	Hold	100	–	–	0.04%	121
2015 Q2	$7K	Hold	100	–	–	0.04%	120
2015 Q1	$8K	Hold	100	–	–	0.05%	108
2014 Q4	$8K	Hold	100	–	–	0.05%	109
2014 Q3	$7K	Hold	100	–	–	0.05%	109
2014 Q2	$7K	Hold	100	–	–	0.06%	109
2014 Q1	$7K	Hold	100	–	–	0.06%	107
2013 Q4	$7K	Buy	+100	New	+$7K	0.07%	106