Aufman Associates’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	-1,828	Closed	-$223K	–	65
2025 Q1	$223K	Buy	+1,828	New	+$223K	0.15%	54
2024 Q4	–	Sell	-1,828	Closed	-$211K	–	62
2024 Q3	$211K	Buy	+1,828	New	+$211K	0.14%	61