AWM
DUK icon

Aegis Wealth Management’s Duke Energy DUK Stock Holding History

Aegis Wealth Management’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 		$704K Hold
5,773
– – 0.42% 47
2025
Q1 		$704K Sell
5,773
-30
-0.5% -$3.66K 0.41% 49
2024
Q4 		$625K Buy
+5,803
New +$625K 0.42% 43