Schulz Wealth’s Duke Energy DUK Stock Holding History

Schulz Wealth’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	$310K	Hold
2025 Q2	$296K	Hold
2025 Q1	$306K	Hold
2024 Q4	$270K	Hold
2024 Q3	$289K	Hold
2024 Q2	$251K	Hold
2024 Q1	$242K	Hold
2023 Q4	$243K	Buy