Modern Wealth Management’s Duke Energy DUK Stock Holding History

Modern Wealth Management’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.41M	Buy
2025 Q1	$1.29M	Sell
2024 Q4	$1.25M	Buy
2024 Q3	$1.03M	Buy
2024 Q2	$807K	Sell
2024 Q1	$782K	Buy
2023 Q4	$268K	Buy