Centerpoint 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	$65K	Hold	553	–	–	0.02%	141
2025 Q1	$67K	Sell	553 -408	-42%	-$49.4K	0.02%	144
2024 Q4	$104K	Sell	961 -66	-6%	-$7.14K	0.04%	119
2024 Q3	$118K	Sell	1,027 -71	-6%	-$8.16K	0.04%	115
2024 Q2	$110K	Hold	1,098	–	–	0.04%	123
2024 Q1	$106K	Buy	1,098 +266	+32%	+$25.7K	0.04%	120
2023 Q4	$81K	Buy	832 +42	+5%	+$4.09K	0.03%	129
2023 Q3	$70K	Sell	790 -151	-16%	-$13.4K	0.03%	140
2023 Q2	$84K	Buy	941 +66	+8%	+$5.89K	0.03%	134
2023 Q1	$84K	Buy	875 +95	+12%	+$9.12K	0.04%	133
2022 Q4	$80K	Buy	780 +10	+1%	+$1.03K	0.04%	126
2022 Q3	$72K	Hold	770	–	–	0.04%	121
2022 Q2	$83K	Hold	770	–	–	0.04%	120
2022 Q1	$86K	Sell	770 -108	-12%	-$12.1K	0.04%	122
2021 Q4	$92K	Buy	878 +259	+42%	+$27.1K	0.04%	110
2021 Q3	$60K	Hold	619	–	–	0.03%	118
2021 Q2	$61K	Hold	619	–	–	0.03%	123
2021 Q1	$60K	Hold	619	–	–	0.04%	98
2020 Q4	$57K	Hold	619	–	–	0.04%	95
2020 Q3	$55K	Hold	619	–	–	0.04%	83
2020 Q2	$49K	Sell	619 -35	-5%	-$2.77K	0.04%	85
2020 Q1	$53K	Hold	654	–	–	0.05%	70
2019 Q4	$60K	Hold	654	–	–	0.04%	92
2019 Q3	$63K	Hold	654	–	–	0.05%	86
2019 Q2	$58K	Hold	654	–	–	0.05%	92
2019 Q1	$59K	Hold	654	–	–	0.05%	88
2018 Q4	$56K	Hold	654	–	–	0.05%	90
2018 Q3	$52K	Sell	654 -350	-35%	-$27.8K	0.04%	94
2018 Q2	$79K	Buy	1,004 +6	+0.6%	+$472	0.07%	77
2018 Q1	$77K	Buy	998 +155	+18%	+$12K	0.07%	73
2017 Q4	$71K	Buy	+843	New	+$71K	0.06%	59