Zynergy Retirement Planning’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
Sell
-872
Closed -$93.9K 50
2025
Q1
$93.9K Buy
+872
New +$93.9K 0.07% 34