AFWM

AMJ Financial Wealth Management’s Duke Energy DUK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.62M	Buy	81,530 +24,155	+42%	+$2.85M	2.4%	19
2025 Q1	$7M	Buy	+57,375	New	+$7M	2.07%	23
2022 Q3	–	Sell	-26,546	Closed	-$2.85M	–	51
2022 Q2	$2.85M	Buy	+26,546	New	+$2.85M	2.4%	14