Comprehensive Financial Planning’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	$12.3K	Hold	104	–	–	0.01%	219
2025 Q1	$12.7K	Hold	104	–	–	0.01%	199
2024 Q4	$11.2K	Buy	+104	New	+$11.2K	0.01%	238