Capital Performance 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	$222K	Buy	1,878 +160	+9%	+$18.9K	0.04%	227
2025 Q1	$210K	Buy	+1,718	New	+$210K	0.05%	235
2024 Q4	–	Sell	-727	Closed	-$83.8K	–	867
2024 Q3	$83.8K	Buy	+727	New	+$83.8K	0.03%	235