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Riverbend Wealth Management’s Duke Energy DUK Stock Holding History

Riverbend 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 		$228K Sell
1,935
-611
-24% -$72.1K 0.17% 124
2025
Q1 		$311K Buy
2,546
+22
+0.9% +$2.68K 0.28% 92
2024
Q4 		$274K Buy
+2,524
New +$274K 0.24% 96