WPA
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Wealth Preservation Advisors’s Duke Energy DUK Stock Holding History

Wealth Preservation Advisors’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 		$163K Buy
1,378
+40
+3% +$4.72K 0.1% 98
2025
Q1 		$163K Buy
+1,338
New +$163K 0.12% 90