Orca Wealth Management’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
$1.5M Buy
12,701
+81
+0.6% +$9.56K 1.26% 29
2025
Q1
$1.54M Buy
12,620
+86
+0.7% +$10.5K 1.38% 24
2024
Q4
$1.35M Buy
+12,534
New +$1.35M 1.22% 29