WealthTrust Asset Management’s Duke Energy DUK Stock Holding History

WealthTrust Asset Management’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$211K	Sell
2025 Q1	$256K	Buy
2024 Q4	$225K	Buy
2024 Q3	$240K	Buy
2024 Q1	–	Sell
2023 Q4	$274K	Buy
2022 Q3	–	Sell
2022 Q2	$206K	Buy
2022 Q1	$215K	Buy
2021 Q4	$201K	Buy