CWM
DUK icon

Centricity Wealth Management’s Duke Energy DUK Stock Holding History

Centricity Wealth Management’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 		$39.2K Hold
332
– – 0.03% 194
2025
Q1 		$40.5K Hold
332
– – 0.04% 190
2024
Q4 		$35.8K Buy
+332
New +$35.8K 0.03% 200