Goldstein Advisors’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
$229K Buy
1,944
+17
+0.9% +$2.01K 0.03% 171
2025
Q1
$235K Buy
+1,927
New +$235K 0.03% 162