Blue Rock Wealth Management’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$954K	Buy	7,820 +2,737	+54%	+$334K	0.81%	28
2024 Q4	$548K	Buy	+5,083	New	+$548K	0.58%	35