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Whipplewood Advisors’s Duke Energy DUK Stock Holding History

Whipplewood 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 		$196K Buy
1,659
+124
+8% +$14.6K 0.11% 170
2025
Q1 		$202K Sell
1,535
-101
-6% -$13.3K 0.12% 157
2024
Q4 		$176K Buy
+1,636
New +$176K 0.1% 172