Compass Financial Services’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
$11K Sell
93
-57
-38% -$6.73K 0.01% 186
2025
Q1
$18.3K Buy
+150
New +$18.3K 0.01% 144