Treasure Coast Financial Planning’s Duke Energy DUK Stock Holding History

Treasure Coast Financial Planning’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$322K	Buy
2023 Q3	–	Sell
2023 Q2	$397K	Hold
2023 Q1	$427K	Hold
2022 Q4	$456K	Buy
2022 Q3	$410K	Buy
2022 Q2	$471K	Hold
2022 Q1	$491K	Buy
2021 Q4	$459K	Buy