First Command Advisory Services’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.1M	Buy	8,424 +199	+2%	+$24.9K	0.01%	83
2025 Q4	$964K	Buy	8,225 +91	+1%	+$11.1K	0.01%	92
2025 Q3	$1.01M	Sell	8,134 -559	-6%	-$67.8K	0.01%	88
2025 Q2	$1.03M	Buy	8,693 +382	+5%	+$45.1K	0.01%	83
2025 Q1	$1.01M	Buy	8,311 +1,408	+20%	+$160K	0.01%	75
2024 Q4	$744K	Hold	6,903	–	–	0.01%	91
2024 Q3	$796K	Sell	6,903 -189	-3%	-$21K	0.01%	93
2024 Q2	$711K	Sell	7,092 -431	-6%	-$43.1K	0.01%	85
2024 Q1	$726K	Sell	7,523 -426	-5%	-$40.4K	0.01%	83
2023 Q4	$771K	Buy	7,949 +110	+1%	+$10K	0.01%	72
2023 Q3	$692K	Buy	+7,839	New	+$719K	0.01%	78
2023 Q1	–	Sell	-50	Closed	–	–	127
2022 Q4	$0	Buy	50 +23	+85%	+$2.21K	﹤0.01%	92
2022 Q3	$0	Buy	+27	New	+$2.9K	﹤0.01%	72