Park Square Financial Group’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
$73.7K Buy
625
+14
+2% +$1.65K 0.05% 243
2025
Q1
$74.5K Sell
611
-5
-0.8% -$610 0.06% 214
2024
Q4
$66.3K Buy
+616
New +$66.3K 0.05% 233