Ethos Financial Group’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	$1.68M	Buy	14,248 +1,534	+12%	+$181K	0.14%	133
2025 Q1	$1.55M	Buy	+12,714	New	+$1.55M	0.15%	132