LWL
Leo Wealth LLC’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
25,355
+6,071
| +31% | +$716K | 0.23% | 84 |
|
|
2025
Q1 | $2.35M | Sell |
19,284
-3,471
| -15% | -$423K | 0.34% | 62 |
|
|
2024
Q4 | $2.45M | Buy |
22,755
+4,565
| +25% | +$492K | 0.22% | 81 |
|
|
2024
Q3 | $2.1M | Buy |
18,190
+1,198
| +7% | +$138K | 0.19% | 90 |
|
|
2024
Q2 | $1.7M | Sell |
16,992
-458
| -3% | -$45.8K | 0.17% | 104 |
|
|
2024
Q1 | $1.68M | Sell |
17,450
-1,628
| -9% | -$157K | 0.17% | 104 |
|
|
2023
Q4 | $1.85M | Buy |
+19,078
| New | +$1.85M | 0.19% | 89 |
|