True Vision MN’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,661
Closed -$502K 106
2024
Q4
$502K Sell
4,661
-66
-1% -$7.11K 0.3% 66
2024
Q3
$545K Sell
4,727
-442
-9% -$51K 0.33% 53
2024
Q2
$518K Sell
5,169
-7
-0.1% -$702 0.34% 55
2024
Q1
$506K Buy
+5,176
New +$506K 0.36% 47