Beacon Financial Advisory’s Duke Energy DUK Stock Holding History

Beacon Financial Advisory’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$227K	Buy
2025 Q2	$214K	Sell
2025 Q1	$1.12M	Buy
2024 Q4	$985K	Sell
2024 Q3	$1.07M	Sell
2024 Q2	$937K	Buy