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Balance Wealth’s Duke Energy DUK Stock Holding History

Balance 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 		$219K Sell
1,858
-1
-0.1% -$118 0.13% 98
2025
Q1 		$227K Buy
+1,859
New +$227K 0.15% 104