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Copia Wealth Management’s Duke Energy DUK Stock Holding History

Copia 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 		$120K Hold
1,017
– – 0.1% 114
2025
Q1 		$124K Buy
1,017
+933
+1,111% +$114K 0.11% 109
2024
Q4 		$9.05K Buy
+84
New +$9.05K 0.01% 271