Wealthcare Capital 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
$333K Buy
2,822
+10
+0.4% +$1.18K 0.17% 101
2025
Q1
$343K Buy
2,812
+64
+2% +$7.81K 0.18% 91
2024
Q4
$296K Buy
+2,748
New +$296K 0.15% 97