WealthTrak Capital Management’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
$6.49K Sell
55
-231
-81% -$27.3K 0.01% 248
2025
Q1
$34.9K Buy
286
+10
+4% +$1.22K 0.03% 117
2024
Q4
$29.7K Buy
+276
New +$29.7K 0.03% 118