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

San Luis Wealth Advisors’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	–	Sell
2025 Q4	$895K	Buy
2025 Q3	$811K	Buy
2025 Q2	$678K	Sell
2025 Q1	$747K	Buy
2022 Q2	–	Sell
2022 Q1	$35K	Buy