BCS Wealth Management’s Duke Energy DUK Stock Holding History

BCS Wealth Management’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$955K	Buy
2025 Q1	$215K	Buy
2024 Q4	–	Sell
2024 Q3	$203K	Buy
2022 Q3	–	Sell
2022 Q2	$440K	Buy
2022 Q1	–	Sell
2021 Q4	$400K	Buy
2021 Q1	–	Sell
2020 Q4	$216K	Buy