Cary Street Partners’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	$7.32M	Buy	62,054 +2,934	+5%	+$346K	0.21%	122
2025 Q1	$7.21M	Buy	59,120 +28,636	+94%	+$3.49M	0.23%	108
2024 Q4	$3.28M	Buy	+30,484	New	+$3.28M	0.11%	185