AEPWM
Atlantic Edge Private Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.5K | Hold |
767
| – | – | 0.02% | 168 |
|
|
2025
Q1 | $93.6K | Buy |
767
+50
| +7% | +$6.1K | 0.03% | 165 |
|
|
2024
Q4 | $77.3K | Hold |
717
| – | – | 0.02% | 174 |
|
|
2024
Q3 | $82.7K | Hold |
717
| – | – | 0.03% | 173 |
|
|
2024
Q2 | $71.9K | Buy |
717
+50
| +7% | +$5.01K | 0.02% | 172 |
|
|
2024
Q1 | $64.5K | Buy |
+667
| New | +$64.5K | 0.02% | 174 |
|