IMG Wealth Management’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
$191K Buy
1,617
+252
+18% +$29.7K 0.15% 84
2025
Q1
$166K Hold
1,365
0.15% 78
2024
Q4
$147K Buy
+1,365
New +$147K 0.14% 84