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Intergy Private Wealth’s Duke Energy DUK Stock Holding History

Intergy Private Wealth’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$258K Sell
2,183
-40
-2% -$4.72K 0.09% 82
2025
Q1 		$271K Buy
2,223
+110
+5% +$13.4K 0.1% 78
2024
Q4 		$228K Buy
2,113
+96
+5% +$10.3K 0.09% 85
2024
Q3 		$233K Buy
+2,017
New +$233K 0.09% 80