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Warm Springs Advisors’s Duke Energy DUK Stock Holding History

Warm Springs 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 		$270K Sell
2,291
-414
-15% -$48.9K 0.23% 44
2025
Q1 		$330K Buy
2,705
+100
+4% +$12.2K 0.33% 45
2024
Q4 		$281K Buy
+2,605
New +$281K 0.26% 48