Cannon Wealth Management Services’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	$2.31M	Sell	19,597 -1,469	-7%	-$173K	1.89%	16
2025 Q1	$2.58M	Buy	21,066 +1,536	+8%	+$188K	2.31%	15
2024 Q4	$2.21M	Buy	19,530 +265	+1%	+$30K	1.91%	17
2024 Q3	$2.22M	Buy	+19,265	New	+$2.22M	2.03%	17