Private Wealth Asset 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
$166K Buy
1,408
+85
+6% +$10K 0.02% 256
2025
Q1
$161K Buy
+1,323
New +$161K 0.02% 251