Highview Capital 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	$1.48M	Buy	12,583 +950	+8%	+$112K	0.57%	52
2025 Q1	$1.42M	Buy	11,633 +742	+7%	+$90.5K	0.59%	49
2024 Q4	$1.17M	Buy	+10,891	New	+$1.17M	0.45%	58
2022 Q2	–	Sell	-10,915	Closed	-$1.22M	–	99
2022 Q1	$1.22M	Buy	+10,915	New	+$1.22M	0.78%	36