IVC Wealth Advisors’s Duke Energy DUK Stock Holding History

IVC Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$210K	Buy
2024 Q4	–	Sell
2024 Q3	$205K	Buy