LWM
DUK icon

Level Wealth Management’s Duke Energy DUK Stock Holding History

Level 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 		$528K Buy
4,478
+1
+0% +$118 0.31% 30
2025
Q1 		$546K Sell
4,477
-531
-11% -$64.8K 0.36% 27
2024
Q4 		$540K Buy
+5,008
New +$540K 0.38% 26