FWM
DUK icon

Foresight Wealth Management’s Duke Energy DUK Stock Holding History

Foresight Wealth Management’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,421
Closed -$239K – 132
2021
Q2 		$239K Buy
2,421
+75
+3% +$7.54K 0.05% 109
2021
Q1 		$226K Hold
2,346
– – 0.06% 99
2020
Q4 		$215K Hold
2,346
– – 0.06% 106
2020
Q3 		$208K Buy
+2,346
New +$193K 0.07% 86
2020
Q1 		– Sell
-2,346
Closed -$214K – 106
2019
Q4 		$214K Hold
2,346
– – 0.13% 93
2019
Q3 		$225K Hold
2,346
– – 0.16% 87
2019
Q2 		$207K Hold
2,346
– – 0.16% 96
2019
Q1 		$211K Hold
2,346
– – 0.18% 90
2018
Q4 		$202K Buy
+2,346
New +$200K 0.21% 85

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