First Trust Investment Solutions’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.22M Buy
10,545
+2,004
+23% +$231K 0.14% 123
2024
Q2
$856K Sell
8,541
-2,091
-20% -$210K 0.12% 138
2024
Q1
$1.03M Buy
10,632
+5,557
+109% +$537K 0.18% 99
2023
Q4
$492K Buy
+5,075
New +$492K 0.1% 141