FirstPurpose Wealth’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$380K Buy
2023
Q4
$351K Buy
2023
Q3
$306K Buy
2023
Q2
$307K Buy
2023
Q1
$220K Buy
2022
Q4
$222K Buy