Bernard Wealth Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-37
Closed -$4.51K 334
2025
Q1
$4.51K Buy
+37
New +$4.51K ﹤0.01% 258