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Atlantic Family Wealth’s Duke Energy DUK Stock Holding History

Atlantic Family Wealth’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 		$237K Sell
2,009
-6
-0.3% -$708 0.21% 38
2025
Q1 		$246K Buy
2,015
+124
+7% +$15.1K 0.23% 36
2024
Q4 		$204K Buy
+1,891
New +$204K 0.24% 40