Genesis Private Wealth’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	$440K	Sell	3,725 -12	-0.3%	-$1.42K	0.21%	58
2025 Q1	$456K	Sell	3,737 -22	-0.6%	-$2.68K	0.24%	55
2024 Q4	$405K	Buy	+3,759	New	+$405K	0.22%	55