Schrum Private Wealth Management’s Duke Energy DUK Stock Holding History

Schrum Private Wealth Management’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
2025 Q4	–	Sell
2025 Q3	$227K	Buy
2024 Q4	–	Sell
2024 Q3	$294K	Buy
2022 Q4	–	Sell
2022 Q3	$306K	Sell
2022 Q2	$635K	Hold
2022 Q1	$665K	Hold
2021 Q4	$620K	Buy