Canandaigua National Trust of Florida’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	–	Sell	-2,044	Closed	-$220K	–	115
2024 Q4	$220K	Sell	2,044 -80	-4%	-$8.62K	0.17%	107
2024 Q3	$245K	Buy	+2,124	New	+$245K	0.21%	90