Curran Financial Partners’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	–	Sell	-1,754	Closed	-$214K	–	121
2025 Q1	$214K	Sell	1,754 -298	-15%	-$36.4K	0.05%	97
2024 Q4	$221K	Buy	+2,052	New	+$221K	0.06%	94