Inspirion Wealth 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
$203K Buy
1,719
+8
+0.5% +$944 0.03% 147
2025
Q1
$209K Buy
+1,711
New +$209K 0.03% 146