MSWA
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Marshall & Sterling Wealth Advisors’s Duke Energy DUK Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$8.73K Buy
74
+13
+21% +$1.53K 0.01% 358
2025
Q1 		$7.44K Buy
+61
New +$7.44K 0.01% 382