Everpar Advisors’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	$248K	Sell	2,105 -24	-1%	-$2.83K	0.11%	229
2025 Q1	$260K	Buy	+2,129	New	+$260K	0.14%	211
2024 Q4	–	Sell	-1,886	Closed	-$217K	–	270
2024 Q3	$217K	Buy	+1,886	New	+$217K	0.11%	240