CBIZ Investment Advisory 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	$15K	Buy	127 +77	+154%	+$9.09K	﹤0.01%	298
2025 Q1	$6.1K	Buy	+50	New	+$6.1K	﹤0.01%	376