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Fourth Dimension Wealth’s Duke Energy DUK Stock Holding History

Fourth Dimension Wealth’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$158K Buy
1,342
+574
+75% +$67.7K 0.07% 145
2025
Q1 		$93.7K Buy
768
+100
+15% +$12.2K 0.05% 171
2024
Q4 		$82.7K Buy
+668
New +$82.7K 0.04% 174