Garrett Wealth Advisory Group’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	$824K	Buy	6,296 +532	+9%	+$66.5K	0.15%	53
2025 Q4	$676K	Buy	5,764 +48	+0.8%	+$5.86K	0.13%	56
2025 Q3	$707K	Buy	5,716 +44	+0.8%	+$5.34K	0.14%	53
2025 Q2	$669K	Buy	5,672 +46	+0.8%	+$5.43K	0.14%	49
2025 Q1	$686K	Buy	5,626 +44	+0.8%	+$5.01K	0.15%	45
2024 Q4	$601K	Buy	5,582 +575	+11%	+$65.1K	0.14%	45
2024 Q3	$577K	Sell	5,007 -113	-2%	-$12.6K	0.14%	46
2024 Q2	$513K	Buy	5,120 +52	+1%	+$5.2K	0.19%	46
2024 Q1	$490K	Buy	5,068 +54	+1%	+$5.12K	0.2%	33
2023 Q4	$487K	Buy	5,014 +352	+8%	+$32K	0.2%	31
2023 Q3	$411K	Buy	4,662 +50	+1%	+$4.58K	0.19%	32
2023 Q2	$414K	Buy	4,612 +393	+9%	+$37.1K	0.18%	34
2023 Q1	$407K	Buy	4,219 +43	+1%	+$4.25K	0.2%	30
2022 Q4	$430K	Buy	4,176 +41	+1%	+$3.94K	0.22%	29
2022 Q3	$385K	Buy	4,135 +38	+0.9%	+$4.08K	0.21%	31
2022 Q2	$439K	Buy	4,097 +40	+1%	+$4.4K	0.24%	31
2022 Q1	$453K	Buy	4,057 +37	+0.9%	+$3.84K	0.23%	37
2021 Q4	$422K	Buy	4,020 +38	+1%	+$3.85K	0.2%	40
2021 Q3	$389K	Buy	3,982 +38	+1%	+$3.93K	0.25%	34
2021 Q2	$389K	Buy	3,944 +36	+0.9%	+$3.62K	0.25%	31
2021 Q1	$377K	Buy	3,908 +41	+1%	+$3.74K	0.27%	30
2020 Q4	$354K	Buy	3,867 +40	+1%	+$3.7K	0.27%	30
2020 Q3	$339K	Sell	3,827 -29	-0.8%	-$2.39K	0.27%	31
2020 Q2	$308K	Buy	3,856 +168	+5%	+$14.2K	0.25%	34
2020 Q1	$298K	Buy	3,688 +437	+13%	+$40.1K	0.28%	33
2019 Q4	$296K	Buy	3,251 +32	+1%	+$2.93K	0.22%	38
2019 Q3	$309K	Sell	3,219 -205	-6%	-$18.7K	0.22%	39
2019 Q2	$302K	Sell	3,424 -46	-1%	-$4.07K	0.24%	39
2019 Q1	$310K	Buy	3,470 +12	+0.3%	+$1.06K	0.25%	40
2018 Q4	$298K	Buy	+3,458	New	+$294K	0.27%	34