U.S. 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
$2.45M Buy
20,760
+601
+3% +$70.9K 1.91% 23
2025
Q1
$2.46M Sell
20,159
-634
-3% -$77.3K 1.95% 17
2024
Q4
$2.24M Buy
+20,793
New +$2.24M 1.69% 24