Coastal Bridge 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	$3.1M	Buy	26,284 +13,017	+98%	+$1.54M	0.26%	101
2025 Q1	$1.62M	Buy	+13,267	New	+$1.62M	0.4%	64
2022 Q4	–	Sell	-4,031	Closed	-$375K	–	180
2022 Q3	$375K	Buy	+4,031	New	+$375K	0.1%	100