Holistic Planning’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	$421K	Buy	3,566 +1,716	+93%	+$202K	0.12%	137
2025 Q1	$226K	Buy	+1,850	New	+$226K	0.08%	175