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Custom Portfolio Group’s Duke Energy DUK Stock Holding History

Custom Portfolio Group’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$242K Sell
2,456
-118
-5% -$11.6K 0.19% 42
2024
Q1 		$245K Hold
2,574
– – 0.2% 41
2023
Q4 		$246K Buy
+2,574
New +$246K 0.22% 36