Zhang Financial’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
$206K Buy
1,743
+1
+0.1% +$118 0.01% 284
2025
Q1
$212K Sell
1,742
-231
-12% -$28.2K 0.01% 285
2024
Q4
$213K Buy
+1,973
New +$213K 0.01% 278