GWN Securities’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
$3.92M Sell
32,990
-4,672
-12% -$554K 0.73% 39
2025
Q1
$4.58M Buy
37,662
+20,443
+119% +$2.49M 0.26% 93
2024
Q4
$1.89M Buy
+17,219
New +$1.89M 0.51% 44