Shepherd Wealth Management’s Duke Energy DUK Stock Holding History

Shepherd Wealth Management’s Portfolio DUK Stock Details DUK Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$442K	Buy
2025 Q4	$361K	Buy
2025 Q3	$373K	Buy
2025 Q2	$378K	Buy
2025 Q1	–	Sell
2024 Q4	$240K	Buy