Holistic Financial Partners’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	$394K	Buy	3,340 +87	+3%	+$10.3K	0.17%	67
2025 Q1	$397K	Buy	+3,253	New	+$397K	0.19%	66
2018 Q2	–	Sell	-222	Closed	-$17K	–	125
2018 Q1	$17K	Hold	222	–	–	0.01%	285
2017 Q4	$19K	Buy	+222	New	+$19K	0.02%	285