SWP Investment Management LLC’s Duke Energy DUK Stock Holding History

SWP Investment Management LLC’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
2026 Q1	–	Sell
2025 Q4	$1.43M	Sell
2025 Q3	$1.88M	Buy
2025 Q2	$1.63M	Buy
2025 Q1	$1.67M	Buy