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Partners Wealth Management’s Duke Energy DUK Stock Holding History

Partners Wealth Management’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 		$292K Hold
2,413
– – 0.33% 82
2025
Q1 		$294K Sell
2,413
-133
-5% -$16.2K 0.33% 79
2024
Q4 		$274K Buy
+2,546
New +$274K 0.31% 87