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Secure Asset Management’s Duke Energy DUK Stock Holding History

Secure Asset Management’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 		$406K Sell
3,439
-154
-4% -$18.2K 0.07% 210
2025
Q1 		$438K Buy
3,593
+1,402
+64% +$171K 0.09% 185
2024
Q4 		$236K Buy
+2,191
New +$236K 0.04% 291