Syntegra Private Wealth Group’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
$380K Buy
3,217
+707
+28% +$83.4K 0.04% 127
2025
Q1
$306K Buy
2,510
+25
+1% +$3.05K 0.04% 126
2024
Q4
$268K Hold
2,485
0.03% 132
2024
Q3
$287K Hold
2,485
0.03% 125
2024
Q2
$249K Buy
+2,485
New +$249K 0.03% 127