Crowley Wealth Management’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	$1.03M	Buy	8,681 +25	+0.3%	+$2.98K	0.94%	22
2025 Q1	$1.06M	Sell	8,656 -1,059	-11%	-$129K	1.01%	24
2024 Q4	$1.05M	Buy	+9,715	New	+$1.05M	0.92%	24