AWM
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Angeles Wealth Management’s Duke Energy DUK Stock Holding History

Angeles 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 		$275K Buy
2,330
+204
+10% +$24.1K 0.02% 278
2025
Q1 		$259K Buy
2,126
+162
+8% +$19.8K 0.02% 249
2024
Q4 		$212K Buy
+1,964
New +$212K 0.02% 284