UAG
DUK icon

United Advisor Group’s Duke Energy DUK Stock Holding History

United Advisor Group’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$272K Buy
2,306
+226
+11% +$26.7K 0.05% 329
2025
Q1 		$254K Sell
2,080
-1,091
-34% -$133K 0.05% 303
2024
Q4 		$342K Buy
3,171
+621
+24% +$66.9K 0.07% 267
2024
Q3 		$294K Buy
+2,550
New +$294K 0.07% 284