Uniting Wealth Partners’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
$234K Buy
1,987
+3
+0.2% +$354 0.09% 95
2025
Q1
$242K Buy
1,984
+4
+0.2% +$488 0.12% 85
2024
Q4
$213K Buy
+1,980
New +$213K 0.1% 92