SWA
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Sax Wealth Advisors’s Duke Energy DUK Stock Holding History

Sax Wealth Advisors’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 		$209K Buy
1,773
+29
+2% +$3.42K 0.01% 405
2025
Q1 		$213K Buy
+1,744
New +$213K 0.02% 344