DWM
DUK icon

Drive Wealth Management’s Duke Energy DUK Stock Holding History

Drive 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 		$373K Buy
3,160
+493
+18% +$58.2K 0.08% 201
2025
Q1 		$325K Buy
2,667
+561
+27% +$68.4K 0.08% 206
2024
Q4 		$227K Buy
+2,106
New +$227K 0.06% 275