AssuredPartners Investment Advisors’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	$1.77M	Sell	15,036 -2,649	-15%	-$313K	0.43%	46
2025 Q1	$2.16M	Sell	17,685 -546	-3%	-$66.6K	0.42%	69
2024 Q4	$1.96M	Buy	+18,231	New	+$1.96M	0.38%	75