NWF Advisory Services’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$740K Sell
6,273
-219
-3% -$25.8K 0.09% 154
2025
Q1
$792K Buy
6,492
+525
+9% +$64K 0.11% 126
2024
Q4
$643K Buy
+5,967
New +$643K 0.09% 112