NewEdge Wealth’s Duke Energy DUK Stock Holding History

NewEdge Wealth’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	$607K	Sell
2025 Q1	$609K	Sell
2024 Q4	$641K	Buy
2024 Q3	$668K	Buy
2024 Q2	$287K	Sell
2024 Q1	$341K	Buy
2022 Q3	–	Sell
2022 Q2	$1.37M	Buy