Impact Partnership Wealth’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$622K Buy
2024
Q2
Sell
2024
Q1
$26.7K Sell
2023
Q4
$41.9K Sell
2023
Q3
$152K Buy
2023
Q2
$28K Buy