Grant Private Wealth Management’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	$2.88M	Buy	24,415 +19,060	+356%	+$2.25M	1.63%	24
2025 Q1	$629K	Buy	5,355 +2,808	+110%	+$330K	0.68%	40
2024 Q4	$274K	Buy	+2,547	New	+$274K	0.3%	90