San Luis Wealth Advisors’s Duke Energy DUK Stock Holding History

San Luis Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$678K	Hold
2025 Q2	$678K	Sell
2025 Q1	$747K	Buy
2022 Q2	–	Sell
2022 Q1	$35K	Buy