Beaumont Financial 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	$220K	Sell	1,866 -19	-1%	-$2.24K	0.02%	353
2025 Q1	$230K	Buy	+1,885	New	+$230K	0.02%	334
2024 Q4	–	Sell	-1,739	Closed	-$200K	–	371
2024 Q3	$200K	Buy	+1,739	New	+$200K	0.02%	340