Golden State Wealth Management’s Duke Energy DUK Stock Holding History

Golden State 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
2025 Q3	$564K	Sell
2025 Q2	$542K	Buy
2025 Q1	$496K	Buy
2024 Q4	$436K	Buy
2020 Q3	–	Hold
2020 Q2	–	Sell
2020 Q1	$63K	Buy
2019 Q4	–	Sell
2019 Q3	$97K	Buy
2019 Q2	$49K	Sell
2019 Q1	$68K	Buy