IFC Advisors’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	$452K	Buy	3,834 +4	+0.1%	+$472	0.08%	115
2025 Q1	$467K	Sell	3,830 -134	-3%	-$16.3K	0.1%	108
2024 Q4	$427K	Buy	+3,964	New	+$427K	0.09%	106