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Strategies Wealth Advisors’s Duke Energy DUK Stock Holding History

Strategies Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$509K Sell
4,309
-194
-4% -$22.9K 0.06% 101
2025
Q1 		$549K Buy
4,503
+1,397
+45% +$170K 0.07% 84
2024
Q4 		$361K Buy
+3,106
New +$361K 0.04% 96