Finivi Inc.’s Duke Energy DUK Stock Holding History

Finivi Inc.’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$702K	Sell
2025 Q2	$670K	Buy
2025 Q1	$663K	Buy
2024 Q4	$579K	Buy
2024 Q3	$590K	Buy
2024 Q2	$509K	Buy