Copia Wealth Management’s Duke Energy DUK Stock Holding History

Copia Wealth Management’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$126K	Hold
2025 Q2	$120K	Hold
2025 Q1	$124K	Buy
2024 Q4	$9.05K	Buy