Grant Private Wealth Management’s Duke Energy DUK Stock Holding History

Grant Private 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	$613K	Sell
2025 Q2	$2.88M	Buy
2025 Q1	$629K	Buy
2024 Q4	$274K	Buy