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Compass Ion Advisors’s Duke Energy DUK Stock Holding History

Compass Ion Advisors’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 		$207K Buy
1,755
+8
+0.5% +$944 0.02% 256
2025
Q1 		$213K Sell
1,747
-179
-9% -$21.8K 0.03% 247
2024
Q4 		$208K Buy
+1,926
New +$208K 0.02% 249