Beacon Financial Advisory’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	$214K	Sell	1,814 -7,354	-80%	-$868K	0.06%	331
2025 Q1	$1.12M	Buy	9,168 +25	+0.3%	+$3.05K	0.34%	80
2024 Q4	$985K	Sell	9,143 -167	-2%	-$18K	0.32%	87
2024 Q3	$1.07M	Sell	9,310 -43	-0.5%	-$4.96K	0.37%	74
2024 Q2	$937K	Buy	+9,353	New	+$937K	0.35%	76