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Blake Schutter Theil Wealth Advisors’s Duke Energy DUK Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$742K Sell
6,292
-3,033
-33% -$358K 0.84% 30
2025
Q1 		$1.14M Sell
9,325
-149
-2% -$18.2K 1.29% 14
2024
Q4 		$1.02M Sell
9,474
-127
-1% -$13.7K 1.08% 17
2024
Q3 		$1.11M Buy
+9,601
New +$1.11M 0.8% 31