CWM

Cranbrook Wealth Management’s Duke Energy DUK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$145K	Hold	1,233	–	–	0.03%	134
2025 Q1	$150K	Hold	1,233	–	–	0.03%	125
2024 Q4	$133K	Hold	1,233	–	–	0.03%	129
2024 Q3	$142K	Hold	1,233	–	–	0.03%	129
2024 Q2	$124K	Hold	1,233	–	–	0.03%	137
2024 Q1	$119K	Hold	1,233	–	–	0.03%	120
2023 Q4	$120K	Hold	1,233	–	–	0.03%	119
2023 Q3	$109K	Hold	1,233	–	–	0.03%	114
2023 Q2	$111K	Hold	1,233	–	–	0.03%	117
2023 Q1	$119K	Buy	1,233 +400	+48%	+$38.6K	0.03%	110
2022 Q4	$85.8K	Hold	833	–	–	0.02%	123
2022 Q3	$77K	Hold	833	–	–	0.02%	133
2022 Q2	$89K	Hold	833	–	–	0.02%	130
2022 Q1	$93K	Hold	833	–	–	0.02%	136
2021 Q4	$87K	Hold	833	–	–	0.02%	142
2021 Q3	$81K	Hold	833	–	–	0.02%	149
2021 Q2	$82K	Hold	833	–	–	0.02%	147
2021 Q1	$80K	Hold	833	–	–	0.02%	147
2020 Q4	$76K	Hold	833	–	–	0.02%	137
2020 Q3	$74K	Hold	833	–	–	0.02%	125
2020 Q2	$67K	Hold	833	–	–	0.02%	125
2020 Q1	$67K	Hold	833	–	–	0.02%	121
2019 Q4	$76K	Hold	833	–	–	0.02%	118
2019 Q3	$80K	Hold	833	–	–	0.02%	115
2019 Q2	$74K	Hold	833	–	–	0.02%	113
2019 Q1	$75K	Hold	833	–	–	0.02%	111
2018 Q4	$72K	Hold	833	–	–	0.03%	111
2018 Q3	$67K	Hold	833	–	–	0.02%	108
2018 Q2	$66K	Hold	833	–	–	0.03%	107
2018 Q1	$65K	Hold	833	–	–	0.03%	108
2017 Q4	$70K	Hold	833	–	–	0.03%	103
2017 Q3	$70K	Hold	833	–	–	0.03%	99
2017 Q2	$70K	Buy	+833	New	+$70K	0.03%	100