VSM Wealth Advisory’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
$424K Hold
3,597
0.14% 63
2025
Q1
$439K Hold
3,597
0.16% 57
2024
Q4
$388K Buy
+3,597
New +$388K 0.14% 60