Investor's Fiduciary Advisor Network’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
$337K Buy
2,858
+551
+24% +$65K 0.13% 169
2025
Q1
$281K Sell
2,307
-567
-20% -$69.1K 0.13% 143
2024
Q4
$309K Buy
+2,874
New +$309K 0.12% 165