Bestgate Wealth 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	$390K	Hold	3,198	–	–	0.81%	29
2025 Q1	$390K	Sell	3,198 -23	-0.7%	-$2.81K	0.81%	29
2024 Q4	$347K	Buy	+3,221	New	+$347K	0.7%	34