Opal Wealth Advisors’s Duke Energy DUK Stock Holding History

Opal Wealth Advisors’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 Q3	$408K	Sell
2025 Q2	$390K	Buy
2025 Q1	$314K	Buy
2024 Q4	$233K	Sell
2024 Q3	$259K	Buy
2024 Q2	$213K	Buy