DWA
DUK icon

Delap Wealth Advisory’s Duke Energy DUK Stock Holding History

Delap Wealth Advisory’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 		– Sell
-2,442
Closed -$236K – 174
2024
Q1 		$236K Buy
+2,442
New +$236K 0.1% 211