WPG Advisers’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
$93.7K Sell
794
-4
-0.5% -$472 0.08% 168
2025
Q1
$97.3K Sell
798
-157
-16% -$19.1K 0.09% 166
2024
Q4
$103K Buy
+955
New +$103K 0.1% 176