Fountainhead AM’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	$301K	Buy	2,547 +479	+23%	+$56.5K	0.04%	154
2025 Q1	$252K	Buy	2,068 +22	+1%	+$2.68K	0.04%	152
2024 Q4	$220K	Buy	+2,046	New	+$220K	0.04%	155