JWM
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Jessup Wealth Management’s Duke Energy DUK Stock Holding History

Jessup Wealth Management’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 		$212K Buy
1,795
+2
+0.1% +$236 0.09% 74
2025
Q1 		$219K Buy
+1,793
New +$219K 0.09% 69