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Turtle Creek Wealth Advisors’s Duke Energy DUK Stock Holding History

Turtle Creek 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 		$3.79M Buy
32,142
+4,080
+15% +$481K 0.45% 61
2025
Q1 		$3.42M Buy
+28,062
New +$3.42M 0.51% 60
2024
Q1 		– Sell
-1,237
Closed -$120K – 374
2023
Q4 		$120K Buy
+1,237
New +$120K 0.04% 178