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Aspen Wealth Strategies’s Duke Energy DUK Stock Holding History

Aspen Wealth Strategies’s Portfolio DUK Stock Details DUK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$686K Sell
5,816
-146
-2% -$17.2K 0.41% 38
2025
Q1 		$727K Buy
5,962
+63
+1% +$7.68K 0.48% 38
2024
Q4 		$636K Buy
5,899
+568
+11% +$61.2K 0.41% 40
2024
Q3 		$615K Buy
+5,331
New +$615K 0.4% 36