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

Strata 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 		$206K Buy
1,742
+6
+0.3% +$708 0.06% 78
2025
Q1 		$212K Buy
+1,736
New +$212K 0.07% 67