Inspire Advisors’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
$960K Buy
8,136
+2,587
+47% +$305K 0.1% 151
2025
Q1
$677K Buy
+5,549
New +$677K 0.08% 177
2021
Q1
Sell
-251
Closed -$23K 261
2020
Q4
$23K Buy
+251
New +$23K 0.01% 383