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Univest Financial’s Duke Energy DUK Stock Holding History

Univest Financial’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 		$340K Sell
2,883
-222
-7% -$26.2K 0.02% 217
2025
Q1 		$379K Sell
3,105
-259
-8% -$31.6K 0.02% 219
2024
Q4 		$362K Hold
3,364
– – 0.02% 224
2024
Q3 		$388K Buy
+3,364
New +$388K 0.03% 221