Smallwood Wealth Investment Management, LLC's ownership history for DUK

Smallwood Wealth Investment Management, LLC currently holds 1.2K shares with a market value of $149.1K. It started holding DUK on 2025-03-31. At its peak, it held 1.2K shares on 2025-09-30. Its highest holding value was $149.1K on 2025-09-30. At its lowest, it held 1.2K shares on 2025-03-31, with a value of $142.2K on 2025-06-30. In the recent 180 days, Smallwood Wealth Investment Management, LLC has increased its shares by 1.