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Nicholson Wealth Management Group’s Duke Energy DUK Stock Holding History

Nicholson Wealth Management Group’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 		$270K Buy
2,291
+166
+8% +$19.6K 0.17% 100
2025
Q1 		$259K Hold
2,125
– – 0.17% 97
2024
Q4 		$229K Hold
2,125
– – 0.15% 98
2024
Q3 		$245K Buy
+2,125
New +$245K 0.2% 96