Founders Grove Wealth Partners’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
1,860
-181
-9% -$21.4K 0.06% 122
2025
Q1
$249K Hold
2,041
0.07% 104
2024
Q4
$220K Buy
+2,041
New +$220K 0.06% 110