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BXM Wealth’s Duke Energy DUK Stock Holding History

BXM 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 		$328K Sell
2,777
-794
-22% -$93.7K 0.39% 74
2025
Q1 		$436K Sell
3,571
-17
-0.5% -$2.07K 0.52% 58
2024
Q4 		$387K Buy
+3,588
New +$387K 0.54% 55