Measured Wealth Private Client Group’s Duke Energy DUK Stock Holding History

Measured Wealth Private Client Group’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$107K	Buy
2018 Q4	–	Sell
2018 Q3	$216K	Hold
2018 Q2	$213K	Buy
2017 Q3	$445K	Buy