Vision Financial Markets’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
$165K Hold
1,395
0.16% 79
2025
Q1
$170K Hold
1,395
0.19% 71
2024
Q4
$150K Buy
+1,395
New +$150K 0.16% 70