Legacy Wealth Management (Idaho)’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
$28.3K Hold
240
0.01% 206
2025
Q1
$29.3K Hold
240
0.02% 198
2024
Q4
$27.6K Sell
240
-17
-7% -$1.96K 0.02% 174
2024
Q3
$28.6K Buy
+257
New +$28.6K 0.02% 166