SWM
DUK icon

Salvus Wealth Management’s Duke Energy DUK Stock Holding History

Salvus 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 		$276K Buy
2,335
+71
+3% +$8.38K 0.16% 104
2025
Q1 		$276K Buy
2,264
+216
+11% +$26.3K 0.17% 103
2024
Q4 		$221K Buy
2,048
+30
+1% +$3.23K 0.14% 108
2024
Q3 		$233K Buy
+2,018
New +$233K 0.14% 109