HIW
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Holos Integrated Wealth’s Duke Energy DUK Stock Holding History

Holos Integrated 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 		$107K Hold
851
– – 0.06% 82
2025
Q1 		$104K Hold
851
– – 0.07% 81
2024
Q4 		$91.7K Buy
+851
New +$91.7K 0.06% 84