Bellwether Advisors’s Duke Energy DUK Stock Holding History

Bellwether Advisors’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	$118	Hold
2025 Q1	$122	Buy
2023 Q2	–	Sell
2023 Q1	$342K	Buy
2022 Q4	–	Sell
2022 Q3	$4K	Sell
2022 Q2	$4K	Sell
2022 Q1	$20K	Sell
2021 Q4	$97K	Sell
2021 Q3	$1.36M	Buy