Union Bancaire Privee’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
$2.21M Sell
23,003
-35,572
-61% -$3.41M 0.03% 193
2025
Q1
$6.47M Buy
58,575
+7,866
+16% +$869K 0.12% 78
2024
Q4
$5.46M Buy
+50,709
New +$5.46M 0.1% 101