Davidson Investment Advisors’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,000	Closed	-$346K	–	123
2024 Q3	$346K	Hold	3,000	–	–	0.02%	104
2024 Q2	$301K	Buy	+3,000	New	+$301K	0.02%	107