Challenger 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
$1.17M Buy
9,887
+44
+0.4% +$5.19K 0.81% 28
2025
Q1
$1.2M Sell
9,843
-944
-9% -$115K 0.95% 24
2024
Q4
$1.16M Buy
+10,787
New +$1.16M 1% 25