Global Assets Advisory’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	–	Sell	-2,138	Closed	-$249K	–	241
2025 Q1	$249K	Buy	+2,138	New	+$249K	0.05%	233
2024 Q2	–	Sell	-48,419	Closed	-$504K	–	183
2024 Q1	$504K	Buy	+48,419	New	+$504K	0.02%	320