Ledgewood Wealth Advisors’s Duke Energy DUK Stock Holding History

Ledgewood 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	$2.28M	Hold
2025 Q2	$2.17M	Hold
2025 Q1	$2.24M	Hold
2024 Q4	$1.98M	Hold
2024 Q3	$2.12M	Buy
2024 Q2	$1.74M	Hold
2024 Q1	$1.68M	Hold
2023 Q4	$1.69M	Buy