Swan Capital’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.8K Hold
134
0.01% 125
2025
Q1
$16.3K Hold
134
0.01% 110
2024
Q4
$14.4K Hold
134
0.01% 113
2024
Q3
$15.5K Hold
134
0.01% 119
2024
Q2
$13.4K Buy
+134
New +$13.4K 0.01% 115