Icon Wealth Advisors’s Duke Energy DUK Stock Holding History

Icon Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$149K	Hold
2025 Q2	$142K	Buy
2025 Q1	$136K	Sell
2024 Q4	$144K	Sell
2024 Q3	$154K	Sell
2024 Q2	$155K	Buy
2024 Q1	$118K	Sell
2023 Q4	$173K	Buy
2022 Q4	–	Sell
2022 Q3	$127K	Buy