Elite Wealth Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$424K Buy
2014
Q4
Hold
2014
Q3
Sell
2014
Q2
$15K Hold
2014
Q1
$14K Sell
2013
Q4
$27K Sell
2013
Q3
$142K Buy