Asset Planning Inc’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	$406K	Buy	3,437 +6	+0.2%	+$708	0.31%	52
2025 Q1	$419K	Buy	3,431 +5	+0.1%	+$610	0.33%	50
2024 Q4	$369K	Buy	+3,426	New	+$369K	0.28%	57