Quotient Wealth Partners’s Duke Energy DUK Stock Holding History

Quotient Wealth Partners’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$507K	Sell
2025 Q4	$477K	Buy
2025 Q3	$474K	Buy
2025 Q2	$412K	Buy
2025 Q1	$405K	Buy
2024 Q4	$334K	Buy
2024 Q3	$326K	Buy
2024 Q2	$282K	Buy
2024 Q1	$239K	Buy