Focus Partners Advisor Solutions’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	$1.08M	Sell	8,231 -6,579	-44%	-$822K	0.01%	537
2025 Q4	$1.74M	Sell	14,810 -13,682	-48%	-$1.67M	0.02%	344
2025 Q3	$3.52M	Buy	28,492 +2,646	+10%	+$321K	0.04%	228
2025 Q2	$3.05M	Sell	25,846 -93	-0.4%	-$11K	0.04%	204
2025 Q1	$3.16M	Buy	25,939 +2,259	+10%	+$258K	0.05%	179
2024 Q4	$2.55M	Sell	23,680 -1,268	-5%	-$144K	0.04%	196
2024 Q3	$2.88M	Buy	24,948 +1,909	+8%	+$212K	0.06%	147
2024 Q2	$2.31M	Sell	23,039 -171	-0.7%	-$17.1K	0.06%	157
2024 Q1	$2.24M	Buy	23,210 +11,901	+105%	+$1.13M	0.06%	150
2023 Q4	$1.1M	Sell	11,309 -5,764	-34%	-$524K	0.05%	157
2023 Q3	$1.51M	Buy	17,073 +7,434	+77%	+$682K	0.07%	130
2023 Q2	$865K	Buy	9,639 +5,242	+119%	+$495K	0.05%	153
2023 Q1	$424K	Buy	4,397 +511	+13%	+$50.5K	0.03%	225
2022 Q4	$400K	Sell	3,886 -8,373	-68%	-$804K	0.03%	221
2022 Q3	$1.14M	Buy	12,259 +6,220	+103%	+$668K	0.07%	135
2022 Q2	$648K	Buy	6,039 +1,364	+29%	+$150K	0.05%	157
2022 Q1	$521K	Sell	4,675 -3,473	-43%	-$361K	0.05%	169
2021 Q4	$854K	Buy	+8,148	New	+$826K	0.18%	43